$英伟达(NVDA)_老虎社区_美港股上老虎

Buy the dip！

说算力无用的好搞笑啊……deepseek的出现对ai发展肯定是重大利好，更高效的方式意味着很多的参与者和更大程度的提升算力效率，先做大蛋糕再谈分配的事情……只能说本身市场就有调整需求，洗一洗筹码更健康咯

（不同意见的全仓去开put就好咯，这里又不是大a ）

英伟达$170保卫战！这次多少价位加仓？

鲍威尔重磅讲话前，三大美股指本周首度集体收跌，标普五连跌，和纳指齐创两周新低。英伟达连跌三日，消息面上据称据英伟达下令暂停H20芯片生产。【下周三英伟达财报，绩前开启$170保卫战，大家是离场or坚守？这次跌到多少你会考虑加仓？】

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

MrFun
01-28
MrFun
不是说算力无用，而是需求没有之前预估的那么高。其次deepseek免费且开源，对OpenAI和Meta等的盈利也会有冲击，自然会影响到这些公司的后续投入。当然具体影响多大还要观望，目前暴跌更多的是美股的恐慌情绪引起的。

（不同意见的全仓去开call就好咯，这里又不是大a ）

发表看法

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