美梦梦
08-27
$英伟达(NVDA)$
只能负债吃披萨了🍕
英伟达反弹3.2%，129亿收购Hugging Face补生态？
英伟达今日 +3.21%，领涨芯片股。催化是英伟达接近以约 129 亿美元收购 AI 开源模型平台 Hugging Face，从卖"算力硬件"向上延伸卡位"模型生态"入口，护城河再加厚。与此同时博通财报点燃 ASIC 分羹算力的讨论，"谁卖大脑、谁卖肌肉"之争升温。龙头用一笔生态级收购回应挑战者，AI 算力的定价权还牢牢握在英伟达手里吗？
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秋白666
08-27
秋白666
都负债了，就别吃披萨了，省一块是一块[财迷]
美梦梦
:
饭还是得吃吧。饭不让吃有点过分了[流泪]
什么也没有了～
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