黄仁勋最近投的不是零_老虎社区_美港股上老虎 - 老虎社区

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人生舵手__小琳
04-25

黄仁勋最近投的不是零散公司，而是在搭一个更完整的 AI基础设施闭环：

大模型公司 OpenAI / Anthropic → AI云 Nebius → 数据底座 VAST Data → 光通信 Lumentum、Coherent → 定制芯片与互联 Marvell。

从投资逻辑看，英伟达现在不只是卖GPU，而是在把算力、网络、存储、光通信、模型客户都绑定进自己的生态里。对二级市场来说，3月最直接被带动的主线就是：硅光子、光模块、AI网络、定制ASIC/互联、AI云基础设施。

# 美伊谈判陷僵局！美联储会议能否提振市场情绪？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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XianLi
·04-25
黄老板这盘棋下的真大。
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