确实，他们以为英伟达_老虎社区_美港股上老虎

确实，他们以为英伟达能提供算力卡，实际上英伟达并没有任何芯片生产的能力，最出色的cuda护城河被干碎后，未来将会有多方加入，瓜分算力市场，特别是川普一系列禁售

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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雷神0619
02-27
雷神0619
打爆空头

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