$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$ 特斯拉的大涨，一是情绪上利好英伟达等 AI 公司，二是实质性利好英伟达，表明 AI 需求没有减弱，但半导体行业在台积电下调行业增长预期和阿斯麦的影响下，整体估值会降低。我个人感觉美股向上空间不是很大，达子之前几个月最大有 90% 的涨幅……

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