70588509
評論了
$英偉達 (NVDA.US)$ 公司業績沒有問題,只是毛利率稍降，是新品的前期生產投入影響，公司新品Blackwell 供不應求，隨着產能量產的加速，毛利率自然上升，堅定的看多，盈利能力沒有問題.而deepseek對公司來說只有正面的價值，隨着AI 時代的到來，人們對它需求越來越多，誰家公司平台沒有Ai就會被市場淘汰出局.所以爲競爭必須佈局自家Ai.而英偉達產品更優質高效，價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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$特斯拉 (TSLA.US)$ 加州正式推出自動駕駛與Uber 競爭.
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$英偉達 (NVDA.US)$ 400億回購 2025年
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$英偉達 (NVDA.US)$ 140
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$英偉達 (NVDA.US)$ 雙重打擊
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$Strategy (MSTR.US)$ 今天漲漲漲
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$特斯拉 (TSLA.US)$ 看多，xAi,人形機器人，比特幣，利好特期拉.必須漲
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