微微笑2006
02-28
$英伟达(NVDA)$
1、由于廉价生产方式的出现，让一部分投资者意识到，垄断地位带来的高利润率不可持续。2、过去几年的暴涨，实际上已经反映了对它未来成长性、特别是“持续”三位数和高双位数增长的高度认可。现在怀疑的种子已经发芽，一旦某季报低于预期，脆弱的信仰就会出现裂痕。所以如果你是大机构投资者，最理智的做法就是减少仓位、至少也是降低自己的持仓成本、降低杠杆比例。而要做到这一点，就需要散户来接盘。
将恢复H20销售！黄仁勋访华，英伟达看至？
据彭博报道称，英伟达将再次获批向中国出售H20 GPU，并计划推出面向中国市场的全新完全兼容的GPU。美国政府已保证将发放许可证，公司希望尽快恢复交付。【加之黄仁勋于近日访华，大家觉得英伟达还能否继续涨？目标价看至180还是200？】
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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Inmoretion
02-28
Inmoretion
但是说实话，当前技术是可以降低硬件的需求，但是往后再突破的话，是不是还得硬件的升级
Inmoretion
回复
亿千
:
是的，但凡服务器性能够，也不会天天繁忙
Inmoretion
回复
杨过爱上黄蓉
:
逻辑上确实，虽然芯片目前可能满足性能和训练需求，但是往后呢？
亿千
:
逻辑上没错，但是大厂要在资本支出时得到应用端的落地以及回报. 不要相信脑瘫跟你说 dps能怎么样怎么样. 你用一下就知道，dps只是补短，而不是遥遥领先. 因为算力不够，所以dps显得不错. 算力真够，dps就不会天天服务器繁忙
杨过爱上黄蓉
:
不认同，就因为深度探索公司说只花了 500 万美国的芯片就搞定了 ai，不可信
秘密你
03-01
秘密你
大跌不太可能，震荡一下 看看市场情绪。如果周一英伟达还能上涨，周二会回调到98-103之间吧 可以做T
笑猫日记
03-01
笑猫日记
英伟达止跌回升，建国和司机炒翻了，利空出尽，下周一该修复了
吧唧1
02-28
吧唧1
预估太高，承受冲击的能力就比较脆弱。
岿然不动的稳
02-28
岿然不动的稳
气死人了😱
华庭月舞
02-28
华庭月舞
阅
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