<p><strong>英伟达</strong>（NVDA +3.90%）商业模式最大的演变之一是，它已经从仅仅销售图形处理单元（GPU）转变为设计完整的服务器机架系统，以处理特定的人工智能任务。</p>
<p>这一直是首席执行官黄仁勋的战略关键部分；然而，当技术研究机构 SemiAnalysis 报告称其下一代 AI 机架系统 Kyber NVL144 可能因制造关键电路板的问题而推迟到 2028 年时，这一战略可能遇到了一些障碍。</p>
<p>英伟达已经表示其路线图保持不变，尽管问题仍然存在。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Nzc3NTYvYW1kZ29vZ2wucG5nJnc9Mzg0MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="1200" height="800" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Nzc3NTYvYW1kZ29vZ2wucG5nJnc9Mzg0MA"/></p>
<p>图片来源：The Motley Fool。</p>
<p>英伟达通过积极的技术路线图在高端市场基本上将竞争对手排除在外，但物理制造限制可能最终会追上它。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="英伟达股票报价" width="80" height="80" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4"/></p>
<h2>NASDAQ: NVDA</h2>
<p>英伟达</p>
<p>今日变动</p>
<p>(3.90%) $7.90</p>
<p>当前价格</p>
<p>$210.68</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$5.1T 市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别非交易股份。隐含市值可能有所不同。市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别非交易股份。隐含市值可能有所不同。</p>
<p>日内区间</p>
<p>$201.91 - $210.87</p>
<p>52 周区间</p>
<p>$162.02 - $236.54</p>
<p>成交量</p>
<p>5.7M</p>
<p>平均成交量</p>
<p>158.9M</p>
<p>毛利率</p>
<p>74.15%</p>
<p>股息收益率</p>
<p>0.13%</p>
<p>Kyber 旨在成为 AI 数据中心的核心，以推动 AI 模型的发展，并且它还有不同的变体用于特定的 AI 任务，如 推理 和自主 AI。延迟可能为 <strong>超微半导体</strong>（AMD +2.13%）和 <strong>Alphabet</strong>（GOOGL 0.50%）（GOOG 0.34%）在高端 AI 市场中获得立足点打开了大门。</p>
<p>AMD 面临的最大挑战是，它与英伟达之间始终存在较大的软件生态系统差距。然而，AMD 在过去几年中大大改善了其 ROCm 平台，程序员在软件栈中向上移动并使用开源 AI 框架（如 OpenAI 的 Triton）有助于缩小这一差距，尤其是在推理方面。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FNRC5wbmcmdz0xMjg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="超微半导体股票报价" width="80" height="80" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FNRC5wbmcmdz0xMjg"/></p>
<h2>NASDAQ: AMD</h2>
<p>超微半导体</p>
<p>今日变动</p>
<p>(2.13%) $11.62</p>
<p>当前价格</p>
<p>$558.34</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$910B 市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别非交易股份。隐含市值可能有所不同。市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别非交易股份。隐含市值可能有所不同。</p>
<p>日内区间</p>
<p>$540.26 - $560.19</p>
<p>52 周区间</p>
<p>$141.90 - $584.73</p>
<p>成交量</p>
<p>547.1K</p>
<p>平均成交量</p>
<p>36.5M</p>
<p>毛利率</p>
<p>47.09%</p>
<p>与此同时，AMD 的芯片设计可以将更多内存打包到其芯片上，以及其最近收购的内存优化软件平台 Mext，使其能够提供专门为推理设计的高端服务器解决方案。</p>
<p>至于 Alphabet，其张量处理单元（TPU）已成为备受推崇的 AI 芯片，下一代 TPU 将针对训练和推理进行优化。与此同时，Kyber 的延迟可能使其成本效益高的 TPU 产品对希望获得完全优化系统而不面临延迟风险或英伟达高端平台成本的客户更具吸引力。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0dPT0dMLnBuZyZ3PTEyOA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Alphabet 股票报价" width="80" height="80" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0dPT0dMLnBuZyZ3PTEyOA"/></p>
<h2>NASDAQ: GOOGL</h2>
<p>Alphabet</p>
<p>今日变动</p>
<p>(-0.50%) $-1.81</p>
<p>当前价格</p>
<p>$357.08</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$4.3T 市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别非交易股份。隐含市值可能有所不同。市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别非交易股份。隐含市值可能有所不同。</p>
<p>日内区间</p>
<p>$352.77 - $357.82</p>
<p>52 周区间</p>
<p>$179.68 - $408.61</p>
<p>成交量</p>
<p>728K</p>
<p>平均成交量</p>
<p>31.5M</p>
<p>毛利率</p>
<p>60.43%</p>
<p>股息收益率</p>
<p>0.24%</p>
<h2>AMD 和 Alphabet 的股票都看起来很有吸引力</h2>
<p>AMD 和 Alphabet 都不需要取代英伟达成为 AI 基础设施的王者，只要在高端市场中占有一席之地就应该是一个巨大的推动。AMD 已经获得了一些大型 GPU 交易，并且看起来也准备借助其数据中心中央处理单元（CPU）迎接自主 AI 的浪潮。与此同时，Alphabet 则是最完整的 AI 布局，拥有世界级的芯片和 AI 模型，给予其成本优势。</p>
<p>从英伟达那里获得一些额外的市场份额无疑将是一个额外的好处，肯定会提升他们的股票。我拥有这两只 AI 股票，并认为它们的未来看起来光明。</p>

谷歌-A

谷歌-C

<p>报告显示，由于制造问题，英伟达下一代 Kyber NVL144 AI 机架系统可能会推迟到 2028 年发布，尽管英伟达坚持其路线图保持不变。这一潜在的延迟可能会使竞争对手 AMD 和 Alphabet（谷歌）受益，因为这为高端 AI 市场打开了机会。AMD 正在改善其软件生态系统和用于推理的芯片设计，而 Alphabet 的高性价比 TPU 则提供了一个有吸引力的替代方案。分析师认为这两只股票都具有吸引力，并指出即使捕获英伟达市场的一小部分也将显著提升它们的估值</p>

<p>One of the biggest evolutions of <strong>Nvidia</strong>'s ( NVDA +3.90%) business model is that it has gone from just selling graphics processing units (GPUs) to designing full server rack systems to handle specific AI tasks.</p>
<div class="lb-trans"><p><strong>英伟达</strong>（NVDA +3.90%）商业模式最大的演变之一是，它已经从仅仅销售图形处理单元（GPU）转变为设计完整的服务器机架系统，以处理特定的人工智能任务。</p>
</div><p>This has been a key part of CEO Jensen Huang's strategy; however, it could have hit a snag when technology research outfit SemiAnalysis reported that its Kyber NVL144 next-gen AI rack system could be delayed until 2028 due to troubles with manufacturing a crucial circuit board.</p>
<div class="lb-trans"><p>这一直是首席执行官黄仁勋的战略关键部分；然而，当技术研究机构 SemiAnalysis 报告称其下一代 AI 机架系统 Kyber NVL144 可能因制造关键电路板的问题而推迟到 2028 年时，这一战略可能遇到了一些障碍。</p>
</div><p>Nvidia has come out and said its roadmap remains intact, although questions linger.</p>
<div class="lb-trans"><p>英伟达已经表示其路线图保持不变，尽管问题仍然存在。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Nzc3NTYvYW1kZ29vZ2wucG5nJnc9Mzg0MA" alt="AMD and Alphabet logos." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F877756%2Famdgoogl.png&amp;w=3840&amp;op=resize"/></p>
<p>Image source: The Motley Fool.</p>
<div class="lb-trans"><p>图片来源：The Motley Fool。</p>
</div><p>Nvidia has been able to largely keep competitors out of the high end of the market through an aggressive technology roadmap, but physical manufacturing limits could finally be catching up to it.</p>
<div class="lb-trans"><p>英伟达通过积极的技术路线图在高端市场基本上将竞争对手排除在外，但物理制造限制可能最终会追上它。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4" alt="Nvidia Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FNVDA.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: NVDA</h2>
<div class="lb-trans"><h2>NASDAQ: NVDA</h2>
</div><p>Nvidia</p>
<div class="lb-trans"><p>英伟达</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(3.90%) $7.90</p>
<div class="lb-trans"><p>(3.90%) $7.90</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$210.68</p>
<div class="lb-trans"><p>$210.68</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$5.1TMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.</p>
<div class="lb-trans"><p>$5.1T 市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别非交易股份。隐含市值可能有所不同。市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别非交易股份。隐含市值可能有所不同。</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$201.91 - $210.87</p>
<div class="lb-trans"><p>$201.91 - $210.87</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$162.02 - $236.54</p>
<div class="lb-trans"><p>$162.02 - $236.54</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>5.7M</p>
<div class="lb-trans"><p>5.7M</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>158.9M</p>
<div class="lb-trans"><p>158.9M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>74.15%</p>
<div class="lb-trans"><p>74.15%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.13%</p>
<div class="lb-trans"><p>0.13%</p>
</div><p>Kyber is designed to be at the heart of AI data centers to help push AI models forward, and it also has different variants for specific AI tasks like inference and agentic AI. A delay could help open the door for <strong>Advanced Micro Devices</strong>( AMD +2.13%) and <strong>Alphabet</strong>( GOOGL 0.50%)( GOOG 0.34%) to gain a foothold in the high end of the AI market.</p>
<div class="lb-trans"><p>Kyber 旨在成为 AI 数据中心的核心，以推动 AI 模型的发展，并且它还有不同的变体用于特定的 AI 任务，如 推理 和自主 AI。延迟可能为 <strong>超微半导体</strong>（AMD +2.13%）和 <strong>Alphabet</strong>（GOOGL 0.50%）（GOOG 0.34%）在高端 AI 市场中获得立足点打开了大门。</p>
</div><p>AMD's biggest challenge is that there has always been a large software ecosystem gap between it and Nvidia. However, AMD has greatly improved its ROCm platform over the past few years, and the move of programmers working higher up the software stack and using open-source AI frameworks like OpenAI's Triton have helped close the gap, especially for inference.</p>
<div class="lb-trans"><p>AMD 面临的最大挑战是，它与英伟达之间始终存在较大的软件生态系统差距。然而，AMD 在过去几年中大大改善了其 ROCm 平台，程序员在软件栈中向上移动并使用开源 AI 框架（如 OpenAI 的 Triton）有助于缩小这一差距，尤其是在推理方面。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FNRC5wbmcmdz0xMjg" alt="Advanced Micro Devices Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FAMD.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: AMD</h2>
<div class="lb-trans"><h2>NASDAQ: AMD</h2>
</div><p>Advanced Micro Devices</p>
<div class="lb-trans"><p>超微半导体</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(2.13%) $11.62</p>
<div class="lb-trans"><p>(2.13%) $11.62</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$558.34</p>
<div class="lb-trans"><p>$558.34</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$910BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.</p>
<div class="lb-trans"><p>$910B 市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别非交易股份。隐含市值可能有所不同。市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别非交易股份。隐含市值可能有所不同。</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$540.26 - $560.19</p>
<div class="lb-trans"><p>$540.26 - $560.19</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$141.90 - $584.73</p>
<div class="lb-trans"><p>$141.90 - $584.73</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>547.1K</p>
<div class="lb-trans"><p>547.1K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>36.5M</p>
<div class="lb-trans"><p>36.5M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>47.09%</p>
<div class="lb-trans"><p>47.09%</p>
</div><p>At the same time, AMD's chiplet designs, which can package more memory onto its chips, and its recent acquisition of memory optimization software platform Mext, position it well to offer a high-end server solution designed specifically for inference.</p>
<div class="lb-trans"><p>与此同时，AMD 的芯片设计可以将更多内存打包到其芯片上，以及其最近收购的内存优化软件平台 Mext，使其能够提供专门为推理设计的高端服务器解决方案。</p>
</div><p>As for Alphabet, its Tensor Processing Units (TPUs) have become highly regarded AI chips, and with its next generation, it will have chips optimized for both training and inference. A delay in Kyber, meanwhile, could make its cost-efficient TPU offering look more attractive to customers that want a completely optimized system without the risk of delay or the cost of Nvidia's premium platform.</p>
<div class="lb-trans"><p>至于 Alphabet，其张量处理单元（TPU）已成为备受推崇的 AI 芯片，下一代 TPU 将针对训练和推理进行优化。与此同时，Kyber 的延迟可能使其成本效益高的 TPU 产品对希望获得完全优化系统而不面临延迟风险或英伟达高端平台成本的客户更具吸引力。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0dPT0dMLnBuZyZ3PTEyOA" alt="Alphabet Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FGOOGL.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: GOOGL</h2>
<div class="lb-trans"><h2>NASDAQ: GOOGL</h2>
</div><p>Alphabet</p>
<div class="lb-trans"><p>Alphabet</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(-0.50%) $-1.81</p>
<div class="lb-trans"><p>(-0.50%) $-1.81</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$357.08</p>
<div class="lb-trans"><p>$357.08</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$4.3TMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.</p>
<div class="lb-trans"><p>$4.3T 市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别非交易股份。隐含市值可能有所不同。市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别非交易股份。隐含市值可能有所不同。</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$352.77 - $357.82</p>
<div class="lb-trans"><p>$352.77 - $357.82</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$179.68 - $408.61</p>
<div class="lb-trans"><p>$179.68 - $408.61</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>728K</p>
<div class="lb-trans"><p>728K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>31.5M</p>
<div class="lb-trans"><p>31.5M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>60.43%</p>
<div class="lb-trans"><p>60.43%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.24%</p>
<div class="lb-trans"><p>0.24%</p>
</div><h2>Both AMD and Alphabet stocks look attractive</h2>
<div class="lb-trans"><h2>AMD 和 Alphabet 的股票都看起来很有吸引力</h2>
</div><p>Neither AMD nor Alphabet has to displace Nvidia as the king of AI infrastructure to be winners, as just getting a piece of the high-end market should be a big boost. AMD has already captured some big GPU deals, and it also looks set to ride the wave with its data center central processing units (CPUs), which become more important with agentic AI. Alphabet, meanwhile, is the most complete AI play, with both world-class chips and AI models, giving it a cost edge.</p>
<div class="lb-trans"><p>AMD 和 Alphabet 都不需要取代英伟达成为 AI 基础设施的王者，只要在高端市场中占有一席之地就应该是一个巨大的推动。AMD 已经获得了一些大型 GPU 交易，并且看起来也准备借助其数据中心中央处理单元（CPU）迎接自主 AI 的浪潮。与此同时，Alphabet 则是最完整的 AI 布局，拥有世界级的芯片和 AI 模型，给予其成本优势。</p>
</div><p>Taking some additional share from Nvidia would just be a bonus that undoubtedly would lift their stocks. I own both AI stocks and think their futures look bright.</p>
<div class="lb-trans"><p>从英伟达那里获得一些额外的市场份额无疑将是一个额外的好处，肯定会提升他们的股票。我拥有这两只 AI 股票，并认为它们的未来看起来光明。</p>
</div>

Did Nvidia's 2028 Rack Delay Under Jensen Huang Open a Door for AMD and Google?

- Nvidia 的新一代 AI 机架系统可能因制造问题延迟至 2028 年。
- 延迟可能让 AMD 和 Alphabet 有机会在高端 AI 市场中占据一席之地。
- 两家公司均拥有强大技术，能够挑战 Nvidia 的市场地位。

Motley Fool

英伟达

南方两倍做多英伟达

2 倍做多谷歌 ETF - Direxion

2 倍做空 NVDA ETF - GraniteShares

GraniteShares 2x Long AMD Daily ETF

2 倍做空 NVDA ETF - T-Rex

1 倍做空英伟达 ETF - Direxion

1.5 倍做空英伟达 ETF - Tradr

1 倍做空谷歌 ETF - Direxion

YieldMax AMD Option Income Strategy ETF

2 倍做多英伟达 ETF - GraniteShares

Roundhill AMD WeeklyPay ETF

英伟达期权收益策略 ETF - YieldMax

2 倍做多英伟达 ETF - Direxion

Roundhill GOOGL WeeklyPay ETF

1 倍做空 AMD ETF - Direxion

GraniteShares 2x Long GOOGL Daily ETF

Leverage Shares 2X Long AMD Daily ETF

2 倍做多英伟达 ETF - Leverage Shares

2 倍做多 NVDA ETF - T-Rex

xETFs NVDA Daily Income ETF

NVDA 周配息 ETF - Roundhill

Defiance Daily Target 2X Short AMD ETF

YieldMax GOOGL Option Income Strategy ETF

Kurv Yield Premium Strategy Google GOOGL ETF

2 倍做多 MAG7 指数 ETF - Roundhill

2 倍做多 AMD ETF - Direxion

Leverage Shares 2x Cpd Acclrtd NVDAMnETF

南方两倍做空英伟达

2 倍做多谷歌 ETF - T-Rex

ProShares Ultra NVDA

NVDA 期权收益策略 ETF - YieldMax

GraniteShares YieldBOOST NVDA ETF

XI二南英伟-U

半导体 ETF - VanEck Vectors

费城交易所 半导体 ETF - iShares

半导体 3 倍做多 - Direxion

Invesco PHLX Semiconductor ETF

标普半导体 ETF - SPDR

动态半导体 ETF - Invesco

纳斯达克半导体 ETF - First Trust

NVIDIA Corporation

黄仁勋领导下的英伟达 2028 机架延迟是否为 AMD 和谷歌创造了机会？