Christian 李君
06-07
$英伟达(NVDA)$
何仙姑吃了7个比自己穷的假神仙男回吐的豆浆后,让东亚华人全部灭绝。我们这次吃万亿科技公司英伟达黄仁勋老板口中吐的. $迈威尔科技 (MRVL.US)$ 我本不知该如何买股
修改于:06-08
英伟达再涨3%站稳$200上方,算力叙事碾压存储?
英伟达今日再涨2.93%、站稳$200上方,在AI算力主线中延续相对强势。Yahoo以"拥抱AI浪潮:英伟达的故事 vs 美光的合同"对比两条路径,认为英伟达的生态与算力壁垒仍是最硬的护城河,资金也在存储降温后回流算力核心。但估值高企与Mag7整体的现金流争议是隐忧。当AI叙事重新回归算力,英伟达的龙头溢价还能扩张吗?
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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