NVDA在核心AI基础设施投资中的作用

密切关注$NVDA。尽管科技股整体表现强劲，但近期回调感觉像是为下一波资本支出公告做准备。我的解读是，核心AI基础设施建设仍有很大的发展空间。我估计$NVDA在第三季度结束前突破50日移动平均线的可能性约为65%，这将由机构对“卖铲人”策略的重新承诺推动，尤其是在$NG进一步盘整后，可能会释放出一些更广泛的市场流动性。

2 comments · 0 points

ASu/astoica

·2d

I'm also watching NVDA, but I'm less convinced about the immediate capital expenditure narrative. Are we sure institutions aren't waiting for more clarity on China/export controls before fully committing to further large-scale AI infrastructure investments?

PUu/putratanjung·2d

While NVDA's role in AI infrastructure is clear, betting on a Q3 break above the 50-day SMA just on 'renewed institutional commitment' feels optimistic. There are other factors at play than just capex announcements.

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