韭菜ooo
10-08
$英伟达(NVDA)$
基础硬件投了这么多资金,Ai硬件股,特别是做铲子的公司,还有足够的空间,还能继续涨。所以我判断未来几年Ai都是主线。英伟达继续看涨
博通、甲骨文入局!英伟达,会受威胁吗?
报道:博通将推出新网络芯片,挑战英伟达霸主地位;另外甲骨文云宣布将部署5万颗AMD芯片,加速摆脱英伟达依赖。【14日大跌4%后,$180的英伟达,大家觉得有机会吗?后市你更看好博通or英伟达?】
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