英伟达肯定不会被打垮_老虎社区_美港股上老虎 - 老虎社区

鹿鼎公韦小宝

英伟达肯定不会被打垮，但一家独大是很难了。连巴菲特这种最怕泡沫的人都重仓谷歌，说明谷歌确实让他信服，谷歌是有未来的 $英伟达(NVDA)$

英伟达vs谷歌！12月市场情绪会倾向于哪边？

甲骨文等再贷380亿美元，“OpenAI链”数据中心圈子累计负债已达1000亿美元。11月，英伟达累计跌12%，甲骨文累计跌23%，而“AI新王”谷歌累涨超14%。【算力虽然没有来到“零和”的阶段，但“GPU vs TPU”的市场分歧还是很大。大家觉得12月，市场情绪会回到“英伟达链”吗？现在两边，你的操作策略是？】

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雁门关向东二万五千里
12-02
雁门关向东二万五千里
巴菲特建仓时股价只有230，现在已经拉高准备出货了，你接盘吗？

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