chparasol
03-17
黄仁勋官宣1万亿怎么股价没什么反应？
和上次ces差不多，现在市场还是不买单，再等等
依然看好
英伟达逆势涨2.3%，持股Nebius曝光、AI算力叙事再升温，还能追？
英伟达今日逆大盘涨2.30%至$212.06，监管文件披露其持有AI云商Nebius约9.3%股权，强化"卖铲人"卡位AI基础设施的叙事。同期市场热议某中国AI模型因过热暂停新用户，卖方认为算力需求最终仍利好英伟达。在科技巨头财报密集披露、板块分化加剧之际，英伟达的相对强势能否延续？
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BirdieO
03-17
BirdieO
CES那次我也记得，市场慢热，等等更香
chparasol
:
是这样的 等待
什么也没有了～
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