$英伟达(NVDA)_老虎社区_美港股上老虎

2024-10-16

$英伟达(NVDA)$ 上古时期，英伟达和ATi都有机会打击所有的显卡公司，垄断芯片自己做，他们没这么做。在3DFX收购STB之后，整个行业都在看英伟达和ATI的选择，最后老黄选择了做一个独立的Fabless设计公司和一个独立的芯片供应商。这种公司不值得全球市值老大吗？

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。

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雁门关向东二万五千里
2024-10-17
雁门关向东二万五千里
亚马逊和谷歌已经开发了自己芯片，特斯拉和甲骨文很快就会转向更便宜的AMD和英特尔芯片，open al一直亏钱，只有微软一家有财力购买昂贵芯片进行AI竞赛。所以英伟达基本已到山顶。
- 奔跑吧美股:
  这思路确实可以，不过基本面上看英伟达还可以

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