# 英伟达

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JsBigShark

07-02 08:17

This order will take profit soon!
Those who want to trade US stocks, follow me!
#镁光 #英伟达 #闪迪 #SK海力士

NVDA-0.70%

SNDK7.45%

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BeautifulDay:

To The Moon 🌕

BurningTheMidnightOilToMake

06-11 01:59

AI chips are reenacting the semiconductor supercycle of the 1990s 📡
Nvidia is not the end point, but rather the "Intel moment" in this track—
🔹 Upstream capacity expansion: TSMC's 3nm capacity doubles, CoWoS packaging queues until 2027 🔹 HBM arms race: SK Hynix's HBM4 mass production ahead of schedule, Samsung forced to catch up 🔹 New variables emerging: CPO silicon photonics, AI ASIC custom chips, are carving into Nvidia's cake 🔹 Valuation divergence: SOX index fluctuates over 40% within a year, is it a bubble or a golden pit?
Common mistake among retail investors: chasing GPUs while ign

NVDA-0.70%

INTC2.05%

TSM0.15%

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飞鱼2026祝福版

06-02 11:45

Old Huang released the AI CPU! Before the market opens, NVIDIA is rallying. And he's also collaborating with Yu Tree on humanoid robots 😂 Old Huang is quite skilled. Additionally, Micron is continuing to develop new high-performance memory. 🤩 #英伟达 #NVDA $NVDA

NVDA-0.10%

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CollegeStudentsBoldlyVenture

05-21 12:05

Nvidia’s data center revenue is 75.2 billion, and it is highly concentrated in a few mega cloud providers: Microsoft, Google, Meta, and Amazon. The fundamentals have completely shifted to enterprise procurement on a large scale. So should its valuation be benchmarked against AI infrastructure companies or high-end manufacturers? This is the fundamental reason behind the divergence in the stock price—because the market simply doesn’t know what label to put on it.
The harm to the crypto market is that if Nvidia’s valuation logic shifts from a “growth myth” to a “large-scale procurement stabilize

BTC1.74%

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阿酒

05-12 09:00

NVIDIA is pulling off the miracle of a $530 billion surge in just four days!
NVIDIA, by itself, is raising the imagination of the global AI industry! Through intensive supply-chain investments, Jensen Huang has built a capital loop, and its feat of breaking through $222 not only reinforces its hardware dominance, but also drives institutional funds to rush in relentlessly. Now even on-chain platforms like Hyperliquid are beginning to support trading its assets— the former king of traditional stocks is transforming into a super barometer for the crypto market!
At the moment, market sentiment is

NVDAX-1.38%

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Yajing:

To The Moon 🌕

ChainGuestShixin

03-28 06:31

Nvidia (NVDA) closed yesterday (3/27) at $167.52, continuously breaking below the key support levels of 172-170, which technically signifies a confirmed breakdown. The big promises made at the GTC conference have yet to materialize, supply chain issues with HBM4 have resurfaced, and rising oil prices due to Middle East tensions have already dampened market sentiment. When Trump hinted at "imposing software bans" (such as export restrictions on EDA tools), the US stock market immediately plunged across the board, with NVDA leading the decline. Trump's influence is indeed formidable—his words ca

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Yusfirah:

LFG 🔥

SadMoneyMeow

03-17 12:30

GTC Conference Brings Trillion-Dollar AI Catalyst, Seize Low-Position Layout Opportunities in Optical Communications, Telecommunications ETF (515880) Deep Pullback Exceeds 4%

Nvidia's GTC 2026 conference announced major progress in the AI computing industry, including anticipated $1 trillion in demand by 2027, the launch of the world's first 1.6nm AI chip, and clarification of optical interconnection technology. Communication hardware will benefit from this wave of AI, and investors can pay attention to relevant ETFs and industry developments.