飞哥非哥
08-13
H20原先出口受阻，第一季度就计提了50亿用于消化库存损失，结果后面又放开了，库存出清还不够，所以以销定产又生产了一批(开始的新闻是说本来即使不够卖已经不打算生产，后面估计是订单量还是比较大，没忍住 [开心])。占英伟达销售额比已经很低，这次出清相当于捡到一个大红包而已。
英伟达h20的主要目的现在其实已经不是赚钱，而是从商业上阻止或大幅延迟国产替代而已，因为一旦缺席，国内性能差一些的芯片就有了空间，所以估计不久还会有更先进的阉割版出来
英伟达$170保卫战！这次多少价位加仓？
鲍威尔重磅讲话前，三大美股指本周首度集体收跌，标普五连跌，和纳指齐创两周新低。英伟达连跌三日，消息面上据称据英伟达下令暂停H20芯片生产。【下周三英伟达财报，绩前开启$170保卫战，大家是离场or坚守？这次跌到多少你会考虑加仓？】
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Vinsa8
08-16
Vinsa8
比例不大吧
什么也没有了～
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