$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$ 有没有觉得现在的AI完全跑偏了？不管是OpenAI还是DeepSeek，人类原本是想让AI帮忙开车、做家务、照顾老人、干体力活的，结果现在全在搞写诗、做短视频、写作业这些。难道这些AI还是太弱，搞不定真正的实用功能？

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？上周连创新高，英伟达本周该怎么操作？】

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

galaxy
02-05
galaxy
现在的所谓ai本来就是忽悠，资本用来割韭菜的工具，其实只能看作是些文案和PS的集合而已。这几天京东遇到ai客服，胡言乱语完全不能解决问题，活活气死 [开心]
- 鹿鼎公韦小宝:
  同感！机器人来来回回就是那几句话[喷血]
- 天赐美金我照单全收:
  别人的 ai 研究机器人干活无人驾驶机器战争，我们的 ai 研究敷衍客户研究娱乐用户
雁门关向东二万五千里
02-04
雁门关向东二万五千里
现在Al属于初级阶段，让机器人模仿人类干活，处于起步，离商用至少5年以上。
- 鹿鼎公韦小宝:
  同意，但就是觉得现在研究方向有点偏
飞天茅台不爱喝
02-04
飞天茅台不爱喝
ai现在就只是辅助离你说的差的远呢而且能不能走通都不知道
- 飞天茅台不爱喝:
  其实换个角度普通人的生产资料就是劳动力和一点点创造力如果哪天实现AGI了机器人有更便宜的劳动力和创造力上升通道就完全没有了资本家拥有一切生产资料
- 鹿鼎公韦小宝:
  任重而道远啊
A股大渊种
02-04
A股大渊种
基础工业材料跟不上，就算跟上，核心利益还是芯片。(关节电机技术壁垒太薄)
- 鹿鼎公韦小宝:
  确实，硬件是硬伤。材料、芯片这些基础技术不突破，AI再厉害也难落地
猴山饲养员
02-04
猴山饲养员
技术是逐步发展的，都行了要你我有何用[开心]
- 鹿鼎公韦小宝:
  [笑哭][笑哭]
KEINS
02-05
KEINS
所以发展空间还很大，目前只能做一些低级的活

发表看法

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