厉害了，A 股的麦格米特为英伟达提供电源，是否有研究呢
$英伟达 (NVDA.US)昨晚大涨原因，
一是最直接的新消息，Blackwell GB200 芯片的产业链订单信息显示，目前微软是全球最大的 GB200 客户，今年第四季度订单量激增 3—4 倍，订单量超过其他所有云服务商的总和。
二是之前台积电业绩爆棚，AI 需求前景继续乐观
三我认为是补涨，标普 500 已经连续 5 周新高，英伟达作为业绩之王，沉寂了 4 个月，终于再创新高
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