NVDA

博主未说明具体理由

博主未说明具体理由

博主未说明具体理由

A backtest near $202.70 offered cheap $205 Nvidia calls that quickly gained more than 50%, though the trade later hit its raised stop.

英伟达在主要芯片股中估值相对较低，回调至关键支撑位可作为分批建立长期仓位的机会。

Nvidia retains more than 90% of the data-center GPU market, while customers report demand is accelerating beyond available supply and continue buying every GPU they can access despite the stock's pullback.

博主未说明具体理由

博主未说明具体理由

輝達仍掌握訓練、推論與CUDA生態的核心優勢，K3雖可能降低單次記憶體需求，但推論工作量擴大仍可支撐長期硬體需求。

Nvidia's cash-rich balance sheet, margins, and rapid growth are offset by a $5.06 trillion valuation whose outlook assumes aggressive growth despite rising chip competition.