---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/42207722.md"
description: "$英偉達(NVDA.US)英偉達要到頭了？（1）資本支出快到極限了，很快增長就降速？（2）上游供應商（包括台積電）集體漲價，在不漲價前提下，毛利基本鎖死了？（3）沒故事可講了？"
datetime: "2026-06-25T15:32:13.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42207722.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42207722.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42207722.md)
author: "[冬寒](https://longbridge.com/zh-HK/profiles/14258171.md)"
---

# $英偉達(NVDA.US)英偉達要到頭了？（1）資本支出快到極限了，很快增長就降速？（2）上游供應商…


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## 評論 (4)

- **Jacky Hsueh · 2026-06-25T17:05:40.000Z**: 跳水沒商量
- **江北乱抛交易员 · 2026-06-25T15:37:29.000Z**: 達子要是到頭了其他吃達子飯的也得到頭
  - **冬寒** (2026-06-25T15:41:12.000Z): 今天英偉達算是被吃自己家飯的狠狠甩了個耳光😂
  - **江北乱抛交易员** (2026-06-25T15:46:53.000Z): 吃達子飯的資金都要從達子身上咬一口走😂