黄仁勋“吹泡沫”救市！现下正是历史级别的机会？

小虎AV

02-10

悬赏1000虎币

来看看黄仁勋上周五一夜催生$3288亿市值的讲话：

之所以给了全市场信心，一提出目前AI正处于商业价值爆发期，二表示外界计算的科技巨头们高达6600亿美元的资本支出合理且可持续，三认为暴跌下的软件公司，如果算力翻倍，收入可以增长四倍，软件处于转型期，而黄仁勋认为这是历史级别的最大机会。

“顶级销售”也不过如此了~不仅稳住了自家阵营，还稳住了整个市场。大家觉得黄仁勋是在“吹泡沫”吗？软件行业，是否是现在最大的机会？

评论区分享你的观点，一起赢取虎币奖励！ $英伟达(NVDA)$ $甲骨文(ORCL)$ $赛富时(CRM)$ $Adobe(ADBE)$

甲骨文财报利好！大家有进场吗？

2026财年第三财季，甲骨文的调整后营收为171.9亿美元，较分析师预期168.9亿美元高近1.8%，同比增长22%，增速远超第二财季的14%。第三财季云营收（IaaS+SaaS）为89亿美元，也高于分析师预期88.4亿美元。【甲骨文夜盘大涨，大家有提前布局吗？你看好甲骨文后市表现吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

悬赏已结束

810虎币已分给27位参与者,剩余190虎币已退还至发起者

截止至03/03 13:52

精彩评论

effortless
02-10
effortless
赢得30虎币
算力需求真实：GPU几乎满负荷、老卡仍在涨价、OpenAI/Anthropic持续盈利，不是“暗光纤”式虚假需求。
一路走来cd
02-10
一路走来cd
赢得30虎币
人工智能的年代还在，如果是ai的牛市，还没到牛尾。谨慎看好
勇敢_小虎
02-10
勇敢_小虎
赢得30虎币
现在是很好的机会，PE不高，后续上涨空间大，计划买入达子、Adobe
五福临门666
02-10
五福临门666
赢得30虎币
ai才刚刚开始布局，泡沫论言之尚早。
牛牛牛豆腐干豆腐
02-10
牛牛牛豆腐干豆腐
赢得30虎币
ai叙事下，需要使用大量算力，需求端刚性
左撇子0617
02-10
左撇子0617
赢得30虎币
科技引领时代，发展规律

发表看法

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