$英偉達(NVDA)

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沉穩
04-01 22:27

$英偉達(NVDA)$ NVIDIA 在 2026 年依然是 AI 領域無可爭議的王者。根據 CES 2026 的最新動態，黃仁勳正式宣佈下一代超級晶片平臺 Vera Rubin 已全面投產，預計將在下半年推出。華爾街投行如美銀、Evercore ISI 均重申其為「2026 年首選股」，目標價直指 300 美元以上。

NVIDIA 的買入邏輯已從單純的硬體銷售演變為生態系壟斷。目前全球所有主流大模型均在 NVIDIA 的 CUDA 生態上運行，這形成了極高的護城河。此外，NVIDIA 已成功切入自動駕駛領域，其專為推理設計的 Alpamayo 模型將搭載於 2026 年款賓士車系。在 AI 算力需求從「訓練」轉向規模更龐大的「推理」市場之際，NVIDIA 憑藉軟硬一體化的優勢，正持續轉化其技術領先為超額利潤，是 AI 賽道上的絕對領頭羊。

NVDA

04-01 22:13

USNVIDIA

Side	Price	Realized P&L
Buy Close	175.98	-- Closed

NVIDIA

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glimzy
·04-01 22:53
175.98買入NVIDIA，等300大關衝刺！
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ConnieB
·04-02 21:02
[微笑]
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KikiW
·04-02 20:45
[微笑]
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QQWong
·04-02 09:05
[微笑]
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AuntieAaA
·04-02 00:35
Good
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