data cente_老虎社区_美港股上老虎

辛达吉73
11-21

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

# 重返$130，英伟达还能逢低上车吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":373358142136328,"tweetId":"373358142136328","gmtCreate":1732170754172,"gmtModify":1732170769537,"author":{"id":3527667710805040,"idStr":"3527667710805040","authorId":3527667710805040,"authorIdStr":"3527667710805040","name":"辛达吉73","avatar":"https://static.tigerbbs.com/f73a9779aa561e91b8b60b06a7dea62a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":317,"starInvestorFlag":false},"themes":[{"themeId":"5e88a0255e6f4527a76a6ac0053d7679","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"重返$130，英伟达还能逢低上车吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":5e88a0255e6f4527a76a6ac0053d7679}&rnconfig={\"headerBarHidden\": true}","description":"近期关于英伟达GB200 AI服务器出货递延的消息引发了广泛讨论，但英伟达CEO黄仁勋明确表示，GB200正处于满载生产阶段，且整体进展顺利，有效平息了外界的种种疑虑。【英伟达再次位于$130附近，多少价位你会上车？你还看好英伟达未来涨势吗？】","image":"https://static.tigerbbs.com/c256a09f7577ae45375dd577853a8ce1"}],"images":[{"img":"https://static.tigerbbs.com/b532368e4efd3676327f3dadb43e8e83","width":"1048","height":"588"}],"coverImages":[{"img":"https://static.tigerbbs.com/b532368e4efd3676327f3dadb43e8e83","width":"1048","height":"588"}],"html":"<html><head></head><body>data center的增长率从Q3的+17%，下降到了Q4指引的+8%，但大家更关心的是这个预期内，接下来Blackwell能挣多少钱，但电话会议管理层也没说清楚 <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 没办法，市场对英伟达的期待永远是100分，不过买方定价还是很积极的。145附近追着实高了<img src=\"https://static.tigerbbs.com/b532368e4efd3676327f3dadb43e8e83\" tg-width=\"1048\" tg-height=\"588\"></body></html>","htmlText":"<html><head></head><body>data center的增长率从Q3的+17%，下降到了Q4指引的+8%，但大家更关心的是这个预期内，接下来Blackwell能挣多少钱，但电话会议管理层也没说清楚 <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 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<img src=\"https://static.tigerbbs.com/b532368e4efd3676327f3dadb43e8e83\" tg-width=\"1048\" tg-height=\"588\"></body></html>","text":"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","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/373358142136328","repostId":0,"isVote":1,"tweetType":1,"viewCount":563,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":221,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}