Replying t_老虎社区_美港股上老虎

Replying to @卡皮巴投:同样的结果但需要的显卡大幅下降，对英伟达未来已经排在订单中的销量是很大的冲击，证明原本需求只要很少的显卡就够了，资本市场很看重投入回报的。但同时会拉低模型训练的门槛，更多企业也能用少的显卡支持训练，唯有应用端的百花齐放，才能真正释放出显卡的功能，长期来看我觉得是利好英伟达的，只要护城河够宽，短期冲得太高，来了一个黑天鹅回调而已。//@卡皮巴投:deepseek难道不要英伟达显卡吗

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？】

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