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有跡象顯示GPU出口管制正在放寬,所以現在是時候逐步買回$NVDA。
雖然$NVDA 被低估,但近期被Google的TPU和其他ASIC晶片壓制。
不過從長遠來看,GPU和ASIC晶片將會長期共存,主導地位還是GPU。
週三Jensen與川普會面,雙方討論了晶片出口限制問題。
美股牛市的再次啟動,少不了Nvidia的強勢回歸。
可以計劃在180到160之間分批買入$NVDA 。