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

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？】

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