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基金老王评

评基金经理水平，帮你选对靠谱的基金

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- 基金老王评基金老王评
  ·01-05 15:02
  $英伟达(NVDA)$ AI 芯片领域形成垄断优势，核心产品支撑数据中心高毛利业务。与 OpenAI 等巨头锁定长期大额订单，订单可见度高，算力需求爆发背景下，业务增长确定性强，是 AI 产业链上游核心受益标的。
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- 基金老王评基金老王评
  ·2025-12-30
  $赛富时(CRM)$ 全球客户关系管理（CRM）软件龙头，Agentforce AI 工具提升企业客户运营效率，Data 360 整合全渠道数据，与大客户长期绑定，剩余履约义务保障收入稳定性
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