$DoorDash (DASH.US)$ 公司sp500指选中加入
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$英伟达 (NVDA.US)$ 公司财报没有问题,只是毛利率稍降，是新品的前期生产投入影响，公司新品Blackwell 供不应求，随着产能量产的加速，毛利率自然上升，坚定的看多，盈利能力没有问题.而deepseek对公司来说只有正面的价值，随着AI 时代的到来，人们对它需求越来越多，谁家公司平台没有Ai就会被市场淘汰出局.所以为竞争必须布局自家Ai.而英伟达产品更优质高效，价格比其他公司更便宜更划算.
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$特斯拉 (TSLA.US)$https://news.futunn.com/post/53734786?ns_stock_id=201335&report_type=stock&hk_cid=12196873&report_id=50477943&main_broker=WwogIDEwMDEKXQ==&skintype=1&src=2&stock_news_tab=news&futusource=news_stock_stockpagetopnews&client_hour_clock=24&level=1&global_content=%7B%22promote_content%22%3A%22nn%3Apost%3A53734786%22%2C%22invite%22%3A12196873%7D&data_ticket=1fe3c9d1438e366739d8acd9882d467c
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$特斯拉 (TSLA.US)$ 加州正式推出自动驾驶与Uber 竞争.
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$英伟达 (NVDA.US)$ 400亿回购 2025年
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$英伟达 (NVDA.US)$ 140
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$英伟达 (NVDA.US)$ 双重击打
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