$英伟达(NVDA)_老虎社区_美港股上老虎

草凡借箭

02-23

$英伟达(NVDA)$如果AI的发展要长期以目前英伟达这样高利润高价格的IC为核心的话，AI的瓶颈马上就要到来。我认为未来解决这个瓶颈还是需要中国企业，把训练干到白菜价，这样才能真正意义的发展AI应用。

英伟达斥资布局光模块！还有上车机会吗？

本周二英伟达涨3%，收复部分绩后下跌失地。近期英伟达给光通信激光器供应商Lumentum投资了20亿美元，同时也给COHR投了20亿，光模块板块逻辑强化。【大家看好英伟达的布局吗？现在你的操作策略是？】

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。

精彩评论

五撇须
02-24
五撇须
全部盈利大头都被英伟达台积电阿斯麦美光三星博通这些卖铲子赚走了，剩下毛线给AI公司盈利空间，竞争又那么激烈，用户又不是傻子
阿肉
02-24
阿肉
别搞笑了如果你说的没错半导体行业早就没了

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