$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$ 我实在不明白这有什么好恐慌的？你要说泡沫太多，挤挤泡沫我能认同。如果你非要说ds对英伟达完成冲击？这不是侮辱智商吗？抛开硬件说软件说算法就是耍流氓。现在不管你哪家ai哪家算法，英伟达的高中低端gpu给你安排的明明白白的，统治地位短期内无可撼动。真要大崩盘，那天塌下来也是华尔街那班人先被砸，他们手上谁没几十万股，那是说跑就能跑的？有什么好怕的。

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

人人有功练
01-30
人人有功练
不太懂技术细节，是不是不是只在担心ds，而是担心未来ds以外的软件商都可以普遍使用ds的低成本模型，有可能ds的低成本模型技术门槛可能并不高，最终导致对芯片整体需求降低
- 疯好大听不见:
  不还是都一样，你嫌H100贵，我还有什么A100 B100 C100D100等等等型号，都是老黄家的，市场根本就没对手。还是要找他买，赚多赚少的区别而已。
明明白白我的心
01-30
明明白白我的心
如果订单量锐减，那么你说的没一句有用的
- 操刀鬼回复疯好大听不见:
  长期来看，英伟达看不到增长的点，反倒是国内GPU会迎来暴涨，五年之内和英伟达分庭抗礼，基本是必然的，可能五年我都说长了，光刻机一突破，英伟达就会像华为虐苹果一样按不住，你以为需要五年？
- 操刀鬼回复疯好大听不见:
  我没买股票，我就看不起你们这些买了股票，就开始虚构事实忽悠其他人的人，订单锐减也要买老黄的，谁买能不能告诉我啊？反正deepseek已经开始替换升腾算力集群了，openAI未来前景生死不明，谁买能说一下吗？
- 疯好大听不见回复操刀鬼:
  搞的好像deepseek是你家的那样，不知道你在得意什么？来这里是买卖股票，不是来听你讲故事说情怀的。你看不起老黄，你做空不它就好了，既满足情怀又有大沓美金不是很好。
- 操刀鬼回复疯好大听不见:
  还有，openAI未来还能不能活都是个问题，老黄显卡又对华禁售，锐减也得买老黄的，谁买能说一下吗？虚空买家？
- 操刀鬼回复疯好大听不见:
  以前锐减确实买老黄的，现在deepseek建立的算力集群开始用升腾了，气不气
穷不达
01-30
穷不达
😂不可能。根本不可能，再怎么优化你也不可能在个人电脑上或者几台电脑上运行那么庞大的知识量，且知识量是不断递增的，即便你能优化个10倍20倍但最终会有一个极限。但知识大模型这东西可没有极限啊啥么气候啊粒子啊知识总量是越来越庞大的这就像股票你最多只能跌100但增长你可以有更多可能，况且这次deepseek的优化还会带来更多商机这可是另一个层面的妥妥利好啊。市场过度恐慌了 ai被优化是迟早的硬件需求是永远不会过剩的要不然也就不会有计算机集群的需求了 iPad性能也可以比肩4080了😄
- 操刀鬼回复穷不达:
  就跟赌博一样，我只是一个围观者，棒打落水狗，不行吗？哈哈哈，这比炒股有意思多了
- 穷不达回复操刀鬼:
  你不买空就太无聊了[开心] 既然看空不做空说个毛
- 操刀鬼回复穷不达:
  你现在抓紧满仓，我记住你了，跌了必须跟进对你的嘲讽，哈哈哈
- 穷不达回复操刀鬼:
  😂天台还远着呢。不知道啥时候掉回40 期待着呢 [开心]
- 操刀鬼回复穷不达:
  那总比九年义务教育漏网鱼强吧？我只能说没有文化的人，嘴巴比铁还硬，比钢还强
不做暴富的梦
01-30
不做暴富的梦
不知道我感觉就算是ds比美国所有大模型都好利空的也应该是微软和Meta这些软件公司。
- 不做暴富的梦回复gdudhfjjfjzh:
  我今天看到的说法好像是 ds绕过了nvlink这些结构直接使用gpu 导致英伟达的护城河破了不知道对不对
- gdudhfjjfjzh:
  真的并不是全面领先，你自己写代码对比下就知道了
穷不达
01-30
穷不达
其他家的芯片想替代nv 那妥妥的痴人说梦。我没钱我才会买你的。我有钱我当然选好的。人之本性也[开心]
Vinsa8
01-30
Vinsa8
ds打破了英伟达狂堆GPU的神话，指出了架构和算法也很关键。算力需要硬件，但是不需要那么多硬件了

发表看法

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