$英伟达(NVDA)_老虎社区_美港股上老虎 - 老虎社区

$英伟达(NVDA)$ deepseek带来AI部署的个人化，本地化，将来AI的趋势跟当年的PC电脑一样，将是个人化本地化部署，所以对AI芯片的需求是爆发性的。英伟达这类芯片企业的盈利也会相应暴涨，所以股价今后将长期走高。

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精彩评论

2025腾飞
03-10
2025腾飞
想的没错老哥，但有一点加关税了，高阶芯片只在美国流通
- walking_0712:
  低阶的销量大就行
操刀鬼
03-10
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？
- 操刀鬼回复眨眼的千年:
  重申一遍，就是满血，671B的那个，满血的那个
- 眨眼的千年回复操刀鬼:
  问题就是你说的那个不是满血，满血版本1543GB显存
- 操刀鬼回复眨眼的千年:
  请问有什么问题吗？
- 眨眼的千年:
  一张4090满血？
不做暴富的梦
03-10
不做暴富的梦
必须的目前来说个人化部署还是挺贵的但是中小型企业部署的机会比之前大了很多

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8

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