$英伟达(NVDA)_老虎社区_美港股上老虎 - 老虎社区

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第N次大变革大分流
2024-04-06

$英伟达(NVDA)$ NVIDIA现在调整已经到位，构筑了一个底部平台，可以再次试探前期高点，最近台积电受到台湾花莲地震的影响，势必暂时影响芯片产能，延迟出货，但其实受冲击的是那些想挑战NVIDIA地位的企业，他们在台积电的下单规模小，被排期排到后面，一个台积电减产，就足以让这些企业的芯片发货遥遥无期了。

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盲人摸大象
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