nvda $英伟达(_老虎社区_美港股上老虎

股谈
03-28

nvda $英伟达(NVDA)$ 老黄也在400多的时候也卖过，现在都900了[笑哭] 高管卖值得重视，但也不是最核心要素。clsk $CleanSpark, Inc.(CLSK)$ 和mara $Marathon Digital Holdings Inc(MARA)$ 的市值差缩小到1b之后，想象空间就不再是alpha——年度算力增幅目标（+156% vs mara +41%）和最好的运营稳定性，而是beta——矿股对应大饼的弹性。要是mara继续hash过山车，那clsk的alpha还能再多点 $Marathon Digital Holdings Inc(MARA)$

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