看多吧，云厂商202_老虎社区_美港股上老虎 - 老虎社区

看多吧，云厂商2026年AI资本支出超6000亿美元；Blackwell/Rubin订单能见度超5000亿美元。 @NextGen Digital Ventures

英伟达股价突破震荡区间！能否引领新一轮行情？

4月24日周五，英伟达股价收涨4.32%，收报208.27美元，刷新此前10月29日创下的历史收盘纪录。英伟达市值站稳5万亿美元关口，稳居全球最高估值公司之位，短短四周前，英伟达较峰值一度回落20%，【大家觉得突破震荡区间的英伟达，能否带领新一轮芯片行情？现在还能加仓英伟达吗？】

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NathanEsther
02-24
NathanEsther
AI资本支出爆炸，云厂商订单爆棚，冲啊！

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