我开仓了$英伟达(N_老虎社区_美港股上老虎 - 老虎社区

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万法隐世仙君
04-28 23:22

我开仓了$英伟达(NVDA)$ ,

英伟达竞争与地缘政治风险

·市场竞争加剧：AMD等对手持续挑

战，同时大客户（如Meta、谷歌、

亚马逊）自研AI芯片可能削弱对英

伟达的依赖。黄仁勋则认为竞争将

推动行业需求，例如DeepSeek的

开源模型反而促进英伟达高端芯片

销售

·出口管制影响：美国对AI芯片出口

的限制（如“AI Diffusion”规则）可

能限制英伟达在关键市场的增长，

并给竞争对手（如中国厂商）留下

空间

NVDA

04-28 23:20

US英伟达

方向	价格	已实现盈亏
买入开仓	107.06	+1.56% 持有中

# 掘金交易单：你关注了哪些厉害的“宝藏投资者”？

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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小岛大浪
·46分钟前
关税政策多变，或许英伟达会有豁免或者关税取消了
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