$英伟达(NVDA)_老虎社区_美港股上老虎

2025-11-28

$英伟达(NVDA)$原本推理和训练都是英伟达的gpu，现在推理是tpu，训练是gpu。英伟达可以说丢了半壁江山

“大空头”和英伟达之间的回合战正在升级，Michael Burry再度将矛头指向英伟达，称其为回应自己批评而向华尔街分析师分发的一份内部备忘录“令人失望”，并充斥着“一个接一个的稻草人论证”，他直言“没人在意英伟达自己的折旧”，真正的危机在于其客户因技术加速迭代而面临的巨额资产减记风险，焦点是未来的风险。Burry表示“继续持有英伟达和Palantir的看跌期权”，每个头寸约1000万美元。【而此轮交锋的直接后果是，市场对AI相关公司的审视愈发严苛，英伟达股价已从11月3日的高点回落约14%。大家觉得MB为何“死咬”英伟达不放？这波，你站大空头，还是英伟达？】

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雁门关向东二万五千里
2025-11-28
雁门关向东二万五千里
不是说有CUDA护城河吗？要不然推理AMD并不比达子差

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