这季AI相关的大科技_老虎社区_美港股上老虎

这季AI相关的大科技财报基本确定了：营收盈利优于预期，盈利增幅大幅超过营收，上调资本开支，股价下跌3%-10%。爱惜生命，远离赌财报。 $英伟达(NVDA)$

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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