5666202b
03-03
$英伟达(NVDA)$
英伟达，要统治电车跟机器人了，还有ai，都是英伟达芯片，未来英伟达10万亿市值啊
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操刀鬼
03-04
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？
夜流沙
03-03
夜流沙
你说的是对的，但大多数人都是短视的[开心]
能不能别瞎搞
03-04
能不能别瞎搞
那你卖房子抵押冲
什么也没有了～
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