英伟达宣布投资GLW_老虎社区_美港股上老虎 - 老虎社区

躺平躺到地狱了

英伟达宣布投资GLW，斥资5亿美元拿到了康宁公司的认股权证，同时绑定产能，这次的技术方向是CPO

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？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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RalphWood
05-09
RalphWood
这波像先锁供应链了，CPO真要提速？

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