英伟达（NVDA）：_老虎社区_美港股上老虎

气愤的小阿姨
2025-12-31

英伟达（NVDA）：GPU 芯片垄断 AI 算力市场，数据中心业务需求爆发，HBM 高带宽内存产品供不应求。游戏业务在显卡更新周期中逐步复苏，自动驾驶芯片与机器人领域布局打开长期空间。技术壁垒与客户粘性极高，但需警惕行业产能过剩与竞争对手技术追赶。

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