Vinsa8
02-03
$英伟达(NVDA)$
现在还几个人信英伟达讲的故事？
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。
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人间花开
02-03
人间花开
愿赌服输呗，我也没办法，。在香港刚开了户，买进去149.47
操刀鬼
回复
momo_7
:
长期需求也没了，目前deepseek适配了很多款芯片，包括AMD
Vinsa8
:
王小雨估计成本跟你差不多 [笑哭]
Vinsa8
回复
momo_7
:
木头姐很厉害吗？赚总天天鄙视她 [开心]
徐铭健的小跟班
:
哈哈哈哈哈
Lensx
回复
momo_7
:
木头姐是哪位◔‸◔?
全部7条回复
穷不达
02-03
穷不达
抱歉 我信，必坚定不移，
Vinsa8
:
做软硬件科班出身的人，这种问题的本质一看就懂行，这批人会先最先清醒过来
操刀鬼
02-04
操刀鬼
英伟达讲的故事有两个：人工智能需要大量芯片。人工智能离不开他的cuda系统。deepseek绕开cuda以优越性能降临的那一刻，讲个故事都破碎了
Sierra
:
这么蠢吗？
石头DE
02-04
石头DE
英伟达长期看好
石头DE
:
DS只是用了20%的PTX，为了提高通讯效率利用了CUDA的中间层汇编语言通讯而已，剩余的80%还是CUDA的高级语言。这个是量化和数学问题常用的方案。和所谓的“绕过”根本不是一回事。将来AI芯片的主要问题是GPU和ASIC的市场再分配。现在的波动只是暂时的，将来
$英伟达(NVDA)$
的财务数据会说明一切。
肆毛1265
回复
操刀鬼
:
英伟达的Ai芯片目前在全球市占率超过百分之90，
操刀鬼
:
cuda编程语言垄断地位都被打破了，你告诉我，你看好它哪里？
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