不肯媚俗的心
05-01
$英伟达(NVDA)$
H100和Blackwell系列就够估值了,全球云厂商和科研机构都在抢货。美国本土生产政策还在解压供应链,成本可控。AI应用才刚刚起步,坚定看多
计划取消芯片出口限制?!英伟达能否重启升势?
黄仁勋近日表示,未来几年中国人工智能(AI)芯片市场规模可能会达到500亿美元,同时美国商务部发言人周三表示,特朗普总统计划取消拜登时代对先进人工智能(AI)芯片出口的限制。今年以来英伟达已下跌了约18%,该公司将于5月28日公布Q1财报,当前股价略有突破,大家看好英伟达涨势吗?AI需求给力,月末财报你看好吗?
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