AI是时候改变投资赛道了吗？｜英伟达vs博通｜Saas+AI概念还能炒吗？｜谷歌带领的量子概念炒疯了！

说财经

2024-12-17

美股年尾炒风不断，NVDA并不是不开好，但是确实有新的概念在冲击市场了，比如博通、比如迈威尔，台积电是否能够持续受惠？

其他包括软件股，以及量子概念也是市场的新浪潮。

0:00 节目开始

0:53 NVDA 英伟达在被抛售，市场在买入博通AVGO？ $英伟达(NVDA)$ $博通(AVGO)$

4:18 英伟达有可能就是因为有点贵了

7:56 台积电能够是永远的神吗？TSM $台积电(TSM)$

9:56 Saas+AI概念还有得炒吗？Shopify(SHOP)/Service now(NOW)/Salesforce（CRM）/

15:57 谷歌带来的量子概念/IONQ、QUBT、QMCO、QBTS $Quantum Computing Inc.(QUBT)$ $昆腾(QMCO)$

AI芯片竞争加剧！博通VS英伟达，你更看好？

周五英伟达跌2.7%至近两个月低点，博通大涨超9%。有报道称，博通将从2026年起为OpenAI设计并生产AI芯片，市场担忧AI芯片领域竞争加剧，不久前黄仁勋曾自信地向分析师表示，英伟达的能效比是所有计算平台中最好的，客户很难转向竞争对手的硬件。【大家接下来会更看好博通or英伟达？】

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

HDDK
2024-12-17
HDDK
两者都买点，说不定都赚了
kim yuan
2024-12-17
kim yuan
请问他们用的系统是什么

发表看法

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