芯片出口管制有松动迹象，是时候逐步买回 $NVDA 了

$NVDA 虽然被低估，但近期被谷歌TPU和其他ASIC芯片压制；

但长期来看，GPU和ASIC芯片将长期共存，主导的还是GPU。

周三Jeson会见了特朗普，两人讨论了芯片出口限制问题。

美股的牛市，离不开英伟达的再次雄起。

现价180到160可以分批买入 $NVDA

There are signs that GPU export controls are easing, so it’s time to gradually buy back $NVDA.

Although $NVDA is undervalued, it’s recently been overshadowed by Google’s TPUs and other ASIC chips.

In the long run, though, GPUs and ASICs will coexist for a long time, with GPUs remaining the dominant force.

On Wednesday, Jensen met with Trump, and the two discussed chip export restrictions.

A U.S. bull market can’t really take off without Nvidia roaring back.

Plan to scale into $NVDA between 180 and 160.