$英伟达(NVDA)_老虎社区_美港股上老虎

究极失眠患者

04-30

$英伟达(NVDA)$ 绝对算是全球AI算力龙头，数据中心订单排到2027年了，高毛利高净利，估值也回到了合理区间。短期就看财报和Blackwell交付，长期盯着AI资本开支和国产替代的博弈。适合当核心配置，不适合做短线。

利好英伟达？！多少价位再加仓？

从微软、亚马逊、Meta和Alphabet的最新表态来看，AI资本开支竞赛远未结束。对市场而言，这既意味着AI基础设施供应链仍有业绩支撑。【大家觉得近期股价刚创新高的英伟达，能否再次刷新记录？大家会在多少价位再加仓？】

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