$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$ 如果不需要那么高的成本投入，那以后投进去的人可能会更多；之前因为需要那么高的投入资金让人望而却步。如果接下来大家发现完全可以以更低的成本去做，那投入的国家，公司可能会更多，这么一想其实对英伟达没什么影响。应该是受了情绪的影响，等这个情绪一过，理清了头绪，或英伟达发布的业绩亮眼，这些影响都会过去。

重新定制H20芯片！英伟达你还看好吗？

英伟达已通知其主要中国客户，包括云计算领域的巨头公司，称计划在7月推出修改版H20芯片。2024年英伟达在中国地区获得170亿美金的收入，占英伟达整体收入的10%。【芯片销售困难重重，英伟达后市你还看好吗？】

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

幻方董事长
01-27
幻方董事长
你这套站不住！低端显卡都能玩，都能制造，还要你的高端吗？你的预期是不是低了很多
- a1v1:
  低端显卡也是H800 [微笑] 还是达子的卡 AMD和博通现在也替代不了
TIT_BG
01-28
TIT_BG
怎么可能更多，现在只是初期市场都在抢跑，赢家通吃，最后不会剩下几家公司！市场不是傻子
- 穷不达:
  大客户不需要了。但是利多中小企业
黑米哥
01-28
黑米哥
如果低端可以，那就没有英伟达什么事了，英伟达的竞对会更多，芯片需求在，但英伟达不一定在。
趋势是个好东西
01-28
趋势是个好东西
ds都认可你说的，短期ai应用股上涨，算力股短期利空，长期利好
石头9586
01-28
石头9586
刚刚120加仓了，大陆目前根本没办法制造这个。
- 立水marco:
  明天华为再来补上一刀，推出最新算力芯片怎么办？
yhyh
01-28
yhyh
有没有可能免费的开源模型已经这么nb了，很多初创公司都要倒闭了

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