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Patrick Little Star
03-05
100% NVDA,一个是市盈率,另一个是Tesla这么高估值,很大一部分原因是马斯克个人,但是按照马斯克的Doge这么折腾下去,他本人的潜在风险很大,划不来
Patrick Little Star
02-03
$英伟达(NVDA)$
现在,因为DeepSeek只是短期利空,长期还是利好,未来AI会走进千家万户,对芯片的总需求还会增长
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