$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$ 还是AI这轮牛市的房东，但OpenAI、Anthropic要是上市了，等于租客也要挂牌开卖了。AI有没有未来这种讨论早过时了，现在要琢磨的是，产业链上谁更配享受高估值。

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扒拉算盘珠子
·05-07
真正稀缺的不是模型，是算力。英伟达的估值还得往上调
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