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让黄教主增持胜过任何解释
英伟达(NVDA.US)积极反击AI泡沫论:GPU全面领先谷歌TPU “大空头”Burry计算错误
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href=\"http://www.zhitongcaijing.com/content/detail/1373613.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","NVDD":"1倍做空NVDA ETF-Direxion","USJW.SI":"ALPHAB 3xLongSG261006","NVIW.SI":"NVDA 3xLongSG261006","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","3NVD.UK":"LS 3X NVIDIA","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","NVDS.UK":"LS -1X NVIDIA","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","NVD3.UK":"LS 3X NVIDIA","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED 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Burry此前在社交媒体上发布的批评。Burry指控英伟达自2018年以来的股票回购规模达1125亿美元,并认为股权激励摊薄严重。英伟达反驳称,过去六年实际回购金额为910亿美元,Burry将RSU税款误算在内。公司强调,员工因为股价上涨受益并不意味着授予股权激励时数量过度,不能与回购项目表现混为一谈。Burry随后回应称,他坚持自己的分析,未来将详细阐述相关观点。英伟达还针对市场上将公司类比为安然、世通等历史会计欺诈案例的声音做出强硬否认。公司表示,英伟达的业务基本盘稳健,财务报告透明完整,不存在利用特殊目的实体隐藏债务或人为夸大营收的行为,也与上述丑闻案例毫无共同点。围绕客户折旧期过长、导致利润虚增的争议,英伟达在备忘录中称,其客户通常按照4到6年对GPU折旧,这反映了真实的设备使用寿命与利用率。公司指出,以2020年发布的A100芯片为例,仍在数据中心以高利用率运行,并能在2至3年之外继续产生可观的经济价值,因此外界对折旧期的批评缺乏依据。与此同时,英伟达也正面应对来自谷歌(GOOG.US,GOOGL.US)自研TPU芯片的竞争压力。最新报道指Meta(META.US)可能与谷歌合作,增加TPU在数据中心的部署,英伟达股价因此在周二一度下跌3%。公司随后在社交平台X上发文强调,自家芯片在通用性、灵活性及性能上均优于谷歌的ASIC类芯片,并表示英伟达的平台是唯一能在所有环境运行所有AI模型的解决方案。英伟达称,谷歌是成功的AI先行者,公司对其取得的进展感到高兴,并仍然向谷歌供应GPU。谷歌方面则表示,对自研TPU和英伟达GPU的需求都在同步加速增长,公司长期会继续维持双轨配置。本月早些时候,谷歌发布的最新AI模型Gemini 3完全基于TPU训练,使其成为英伟达竞争压力上升的象征之一。尽管如此,分析师普遍认为英伟达仍占据全球AI芯片超过90%的市场份额,短期需要应对的更多是情绪面与估值层面的波动。英伟达CEO黄仁勋在财报会上也主动谈及TPU竞争。他透露自己与Google DeepMind CEO Demis Hassabis保持沟通,并表示Hassabis重申“扩展法则(scaling 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