NVDA 的FA 问题初现？

QQQ2074 2026-05-01 09:24:12 ( reads)

YTD 居然落后QQQ。几大巨头700B的Capex 应该有很多到NVDA的账上。

显然大机构的看法变了，几家巨头都在搞自己的chips, nvda 的 market share percentage will go down. Also the open ai (one of NVDA biggest customers) does not look good for now.