这三个B，一个比一个_老虎社区_美港股上老虎

这三个B，一个比一个离谱，把承诺当订单，纯粹是画饼充数，吹泡泡！之前我还真不担心AI泡沫，英伟达也这么干，现在感觉这泡沫是真的了。 $博通(AVGO)$ $英伟达(NVDA)$ $甲骨文(ORCL)$

OpenAI现在是硅谷圈最能花钱的公司，OpenAI已经与甲骨文、博通、谷歌分别签订了合作协议，本周末又传出OpenAI不仅准备向服务器备份领域投入1000亿美元，还准备开发硬件AI产品，并挖了30名apple员工，让立讯精密和歌尔股份代工。现在据报道，英伟达投资OpenAI 1000亿美元，锁定OpenAI作为优先战略合作伙伴。【AI、芯片、能源、AI基建&云服务板块集体拉升，有哪些投资机会可以挖掘？】

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

天外归云
09-24
天外归云
别感觉，感觉有时也会不准。当你部署模型发现代码报错，需要配置cuda环境变量的时候，你就知道英伟达是怎么回事了。
- 天外归云:
  股价你觉得英伟达长期应该是多少合适。
- 鹿鼎公韦小宝:
  技术门槛高和股价泡沫不冲突呀，英伟达卡是刚需，但现在估值把未来十年增长都算进去了
雁门关向东二万五千里
09-25
雁门关向东二万五千里
泡沫今年破不了，等大模型进入瓶颈期，技术无法再突破时，几家巨头才会减少烧钱，

发表看法

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