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在高耸的大墙里对墙外灭个小app大惊少怪的，有点精神病

英伟达一周跌近7%，虽然段永平等人坚定唱多加仓，但市场目前对“杰文斯悖论”（越便宜，用越多）争议不断，Deepseek是否真的推高了H100的价格？算力支出能否延续？【短期市场偏悲观，你会选择暂时离场吗？如果想地位上车，英伟达现在适合吗？】

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