nbnbynmm
02-28
$英伟达(NVDA)$
只要AI一天没有变成天网，只要没有其他公司能挑战nvda的卡，增长就会扩张下去，算力竞赛就没有尽头。
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操刀鬼
02-28
操刀鬼
不如来想一个问题吧，上个季度财报包含了2024年12月份星际之门没塌的数据，这个季度财报怎么办？在老美禁令条件下，英伟达的芯片准备卖给谁？我提示一下，部署AI的咱就别谈了，一张4090就能部署满血ds，关键是要看训练AI的，中国别看了，美国投资了openAi的别看了，买还不如给openAi注资，openAi就更别看了，都快入土了，想杠通过第三方进入我们市场的就更别看了，禁令实施的是配额制，实名配额，要申请的那种，问题来了，英伟达的芯片到底打算卖给谁？
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亿千
:
做空早就赚不少了
亿千
:
你别提示了，快做空英伟达就是了. 别嘴巴上这么看不上它，然后又没勇气重仓做空
操刀鬼
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呆王
:
就好像清朝的人说：我听到最大的笑话，李鸿章说美国有比山还高的楼，大马路上跑着铁壳子，人能在天上飞
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呆王
:
我想看看你的嘴巴还能硬到什么程度，来来来，继续叽歪
呆王
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操刀鬼
:
你开心就好，[财迷][财迷][财迷]跟你这种人没法讲[开心][开心][开心]就像是对牛弹琴，不会再回复你了。。你开心就好[财迷][财迷][财迷]
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