$英伟达(NVDA)_老虎社区_美港股上老虎 - 老虎社区

$英伟达(NVDA)$ 预计人工智能将提升超 1000倍！！

Ai将成为各行各业的投资方向！

据瑞穗银行分析师维贾伊・拉克什的预期，英伟达到2027年可能通过人工智能业务获得2590亿美元。

摩根士丹利：英伟达GPU依然紧俏，谷歌对英伟达的采购翻倍！

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。

精彩评论

操刀鬼
03-09
操刀鬼
所有人都回答不出来一个问题，就是英伟达芯片到底打算卖给谁，所以剧情应该是这样的:一个半月内波动，整体下行，然后开始暴跌，因为大资金要赶在下个财报之前彻底逃离，然后财报公布，英伟达泡沫彻底破裂
- 操刀鬼回复tidiq:
  是的，只要一卡难求的局面存在，英伟达就别想有大一点的订单，禁令以来，英伟达真的连一个像样的订单都没有，哈哈哈，等着吧，股价给我继续跌！100线
- tidiq:
  无聊，只要一卡难求的局面存在，你说的就都是废话
- Enndm_:
  那就请你立马全仓做空，我跟你做对手盘，满嘴跑火车，你不全仓做空我看不起你[微笑]
操刀鬼
03-09
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，不准卖，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？
- 操刀鬼回复walking_0712:
  电脑目前都不普及了，AI还像电脑一样普及，你在逗我笑，你自己去看因特尔目前都成啥了，既然这么普及，你是什么省份的？你们整个省有超过500人本地部署deepseek吗？
- walking_0712:
  AI将本地化个人化，AI芯片将像当年PC电脑一样向个人普及。AI芯片将迎来长期利好。
- 操刀鬼回复walking_0712:
  阿Q精神，不错
- 操刀鬼回复淡定哥哥:
  麻烦你去看看禁令内容
- 淡定哥哥:
  买不到不会偷偷买吗？应该有办法规避监管
AJ007
03-10
AJ007
无所谓好坏，其实就是华尔街那一小撮在操纵，公司无利润时，他跟你说看预期；公司利润丰厚时，他跟你讲增长缓慢。
操刀鬼
03-09
操刀鬼
继续吹

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