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
03:17

我开仓了$英伟达(NVDA)$ ,

市场主导地位与垄断数据

·市场份额：2024年，英伟达在AI

加速器市场的份额达70%-95%，数

据中心GPU市占率超90%

摩根士丹利预测，2025年其AI晶

圆需求占比将达77%（2024年为

51%），消耗53.5万片300mm晶

圆，远超谷歌（10%）、AWS（7%)

等竞争对手

·CUDA生态壁垒：英伟达的CUDA

软件平台覆盖全球400万开发者，

2024年更新的条款禁止反向工程，

进一步限制竞争对手兼容其生态。

法国监管机构认为这是巩固垄断的

核心手段

NVDA

04-29 01:15

US英伟达

方向	价格	已实现盈亏
买入开仓	106.06	+1.96% 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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