分享的观点图

2026年11月13日：9 位博主谈 NVDA、NBIS、CRWV

图中的观点

美股投资网NBISCRWV
第一層最容易受到資金衝擊的是NBIS CRWV這類新興AI雲廠商，它們和英偉達最大的區別是，英偉達賣晶片、擁有CUDA生態和強大定價能力。
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ZipTraderNVDA
Overall, yes, I think Nvidia is a great dip buy. You have one of the best companies in history down 30% below its highs because of the uncertainty and doubt about the CEO and the investigations.
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美股仙人（全网吹存第一人）SPCX
马斯克在别人都和老黄划清界限的时候，敢站出来替老黄撑腰，就冲这个，我也要买入 spcx！Buy the dip，长期持有。
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SerenityMULITE
Supply-constrained demand from $LITE to $MU holds up even amid possible AI capex slowdowns, since shortages and price hikes in bottlenecks can persist. We've only reached the precipice of the next paradigm shift, and the world is going to need a lot more compute.
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