$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$ 涨得猛，但钱已经开始往外流了。存储、光模块、半导体设备这些，最近涨得比英伟达还疯。这个位置减点仓，去配点补涨的板块，分散一下风险更踏实。

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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