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@沉穩：$英伟达(NVDA)$ 在美股屡创新高之际选择买入英伟达，不仅是对其强劲增长动能的肯定，更呼应了当前宏观政策与产业定位的深刻转变。美国官方近期将人工智能（AI）正式更名为「战略创新（Strategic Innovation, SI）」，这一举措清晰展现出国家级战略对这一核心技术的高度重视与长期保护。当AI被提升至国家安全与经济命脉的高度，相关龙头企业的政策红利与护城河将进一步加固。此时顺应大势布局英伟达，正是看好其作为算力核心，持续领跑全球科技变革的无可替代性。

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