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Rate Of Return 今日分享购买英伟达长期持有的依据，英伟达（NVDA）是 AI 时代不可或缺的算力基石，长期增长逻辑坚实。其 A100/H100 GPU 垄断全球 AI 训练市场，CUDA 生态形成极高壁垒，数据中心业务爆发式增长（2024 财年收入 +200%）。自动驾驶（Orin 芯片）、机器人（Jetson）和元宇宙（Omniverse）布局打开万亿级增量空间。尽管短期估值可能波动，但 AI 算力军备竞赛、游戏显卡升级潮及行业护城河支撑其长期竞争力。股价每次调整就逢低分批布局是把握 AI 红利的核心策略。$NVIDIA(NVDA.US)
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