操刀鬼
02-27
继续画饼，大家还是想清楚英伟达的芯片卖给谁，这个问题想清楚了再说
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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kutulu619
02-28
kutulu619
卖给中国，我公司就又囤了一批H100,还是跟其他大公司凑的单。对，中国是不能直接卖，别忘了有第三方渠道，加价生意火的很。
操刀鬼
:
那是过去，我问的是未来，第三方渠道在去年很火，今年川普不仅加大限制，还实施的是配额制，懂吗？
LeoAllen
02-27
LeoAllen
你直接做空不就好了
七风哥哥
回复
操刀鬼
:
你有钱做空吗？**丝！发你的持仓[笑哭]
kutulu619
回复
操刀鬼
:
那你闷声发大财就好了，不用到处发这个问题
操刀鬼
:
做空了，赚了不少
雁门关向东二万五千里
02-27
雁门关向东二万五千里
仅中国2024就买了200多亿美元H100
操刀鬼
:
别啊，现在问的是未来，别扯过去，股票跟过去可没多大关系
低调的左眼
02-27
低调的左眼
财报不看，光他妈瞎**起哄
操刀鬼
:
我提示你一下吧，带点脑子，首先这个公司得训练人工智能，没有的话，买一块两块的这种，咱就别提了，如果只是部署人工智能，所需要的芯片大概是训练所需要量的千分之一，甚至一张4090都能部署，而且速度不慢，有什么意义呢，第二，中国公司咱就别提了，不准卖，除非你不上网，第三，美国公司别提投资了openAi的，他们把芯片放自己公司还不如给openAi，第四，别提OpenAi了，天天练习画饼技术，都快入土了。第五，别提美国以外的地区，美国禁令写着呢，只能卖零头，第六，用大脑思考。然后问题来了，英伟达的芯片准备卖给谁？
操刀鬼
:
财报是2024第四季度的财报，好家伙，乘上了星际之门的东风，我问你下个财报准备怎么办？英伟达的芯片2025年究竟打算卖给谁？
七风哥哥
02-27
七风哥哥
就跟当年的三星一样，离开中国还是世界第一[得意]
kutulu619
07-29
kutulu619
Are u ok?
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