艳阳高照天
10-14
$英伟达(NVDA)$
现在的情况是大家不怀疑英伟达今年能不能增长,怀疑的是未来两年能不能维持住高增长,怀疑的是OpenAI的故事是传奇还是骗局。
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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