英伟达拯救美股再上热搜！你也觉得AI周期才刚启动吗？

2024-09-13

$英伟达(NVDA)$ 12日，拜登政府与全球顶级科技领袖举行了一场关于AI的闭门会议。OpenAI首席执行官Sam Altman、谷歌DeepMind首席执行官Demis Hassabis 、Anthropic首席执行官Dario Amodei等业界巨头悉数到场。

英伟达创始人兼首席执行官黄仁勋在会后接受了CNBC的采访，他表示：我们正在全面量产 Blackwell。世界上的每一家公司都迫不及待地等着我们发货给他！英伟达拯救美股再上热搜，大家也觉得AI周期才刚开始吗？

上缴15%的收入！英伟达会受多大影响？

日前，美国政府已批准$英伟达 (NVDA.US)$和 $美国超微公司 (AMD.US)$ 恢复向中国销售其特制人工智能芯片。但这并非没有代价：所有对华销售额的15%将直接上缴美国政府。这为芯片巨头及其投资者开启了一场高风险的新博弈。【大家觉得这15%对英伟达会有多大影响？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

一路长虹1900
2024-09-13
一路长虹1900
又是一个下跌后回升
- 美股投资客:
  没想到最适合做波段的，成了英伟达

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