$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$ 绝对算是全球AI算力龙头，数据中心订单排到2027年了，高毛利高净利，估值也回到了合理区间。短期就看财报和Blackwell交付，长期盯着AI资本开支和国产替代的博弈。适合当核心配置，不适合做短线。

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