$英伟达.US 最近看到特斯拉、Meta 在 AI 投入还是加大,AI 需求目前没有看到放缓迹象。台积电业绩,也是释放对 AI 的乐观态度。

Meta 将全年资本支出从之前预测的 300-370 亿美元提高至 350-400 亿美元。

后面看看微软和谷歌(明早发财报),都是英伟达最大的客户。

英伟达还是很安全的。

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.

Like