[微笑]-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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KikiW
03-14

[微笑]

$英偉達(NVDA)$ 輝達已不再只是晶片公司，而是「AI 基礎設施供應商」。隨著 2025 年末 Blackwell 平臺在大規模部署中表現出的極高效能，輝達在伺服器市場的市佔率穩居 90% 以上。最新新聞指出，各國「主權 AI」建設浪潮興起，各國政府直接向輝達採購晶片以建立國家級算力，這為其提供了非循環性的穩定訂單。儘管面臨挑戰，但輝達的 CUDA 生態護城河極深，其毛利率維持在驚人的 75% 左右，買入 NVDA 是賭注於 AI 算力需求在未來五年內依然處於嚴重供不應求的狀態。

$英偉達(NVDA)$ 輝達已不再只是晶片公司，而是「AI 基礎設施供應商」。隨著 2025 年末 Blackwell 平臺在大規模部署中表現出的極高效能，輝達在伺服器市場的市佔率穩居 90% 以上。最新新聞指出，各國「主權 AI」建設浪潮興起，各國政府直接向輝達採購晶片以建立國家級算力，這為其提供了非循環性的穩定訂單。儘管面臨挑戰，但輝達的 CUDA 生態護城河極深，其毛利率維持在驚人的 75% 左右，買入 NVDA 是賭注於 AI 算力需求在未來五年內依然處於嚴重供不應求的狀態。

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