看看昨晚跌的屁滚尿流_老虎社区_美港股上老虎

看看昨晚跌的屁滚尿流

英伟达今日 +1.48%，站稳 $220 关口，机构继续喊"AI 盛宴才刚开始"。作为算力叙事的绝对核心，NVDA 在半导体板块普涨中稳步跟进，资金依旧把它当作 AI 资本开支的最确定受益方。但相对高 beta 芯片股今日涨幅偏温和，龙头是否正被短线资金暂时冷落？在存储与定制芯片轮番抢戏的当下，算力龙头还能否继续领跑这轮 AI 行情？

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