data cente_老虎社区_美港股上老虎 - 老虎社区

data center的增长率从Q3的+17%，下降到了Q4指引的+8%，但大家更关心的是这个预期内，接下来Blackwell能挣多少钱，但电话会议管理层也没说清楚 $英伟达(NVDA)$ 没办法，市场对英伟达的期待永远是100分，不过买方定价还是很积极的。145附近追着实高了

半导体关税即将公布！能否利好英伟达股价？

特朗普关税豁免清单将利好特斯拉、苹果、英伟达、戴尔等电子相关企业。上周美国白宫改变了限制 $英伟达 (NVDA.US)$ 向中国出口H20的计划，并暂停进一步限制这种芯片出口，英伟达全周涨近18%。【特朗普周一将公布半导体关税详细信息，大家觉得英伟达现在是否能上车？】

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