Beat敲得地板震 _老虎社区_美港股上老虎 - 老虎社区

Beat敲得地板震屏幕跳着NVDA的针

K线又刷了新高散户群里炸开了锅讨论

170%的涨幅去年的故事还在沸腾

分析师喊着220 目标价像根牵引绳

Blackwell订单排到明年黄仁勋的话太狠

AI的风还在吹算力需求没降温

高盛说下半年要盘整历史规律像道痕

2024的剧本会不会又原样复刻一轮

RSI破了80 超买信号在闪灯

3.7万亿的市值泡沫会不会崩

有人盯着资本支出说这是定海神针

有人怕出口管制成了拦路的门

加还是减这道题难倒多少人

CUDA架构的护城河深不深谁能摸清底纹

平均目标价176 像根救命的藤

但谁忘了六周跌20% 曾是血淋淋的教训

键盘敲得飞快仓位里藏着忐忑

CPO产业链在涨跟着喝汤还是接锅

市场永远分两派多空在拔河

涨跌都是心跳这游戏从来没规则

修改于：10-06 23:25

OpenAI&AMD，利空英伟达？大家看多or看空？

OpenAI与AMD的算力交易，令看多AMD的呼声高涨，同样也被认为是对英伟达的一大威胁。有看跌人士表示，考虑到竞争加剧以及英伟达在亚洲市场的逆风，AMD和英特尔可能将对英伟达造成打击。但知名分析师郭明錤指出，只要AI算力市场整体增长，OpenAI与AMD的合作对英伟达的影响应该有限。【大家对于英伟达&AMD的竞争格局，怎么看？英伟达，你站看多or看空？】

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。

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和硕怡亲王
10-05 23:53
和硕怡亲王
难得看到一个清醒的人。

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