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韭菜ooo

11-26

$英伟达(NVDA)$英伟达GPU的护城河开始被谷歌TPU蚕食. ASIC与通用芯片会共存，从现金流量看出, 黄仁勋和Pichai都在巨赌, AI资本开支巨大, 远超经营流入的承受力，走一步看一步吧

11月大幅回调！英伟达，要不要抄底？

英伟达链反弹，英伟达涨超1%，Coreweave涨超4%。【近期高位回调超10%的英伟达，大家有加入抄底的行列吗？当下的英伟达，你是偏谨慎or乐观？】

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