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巴啦啦菲特

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巴啦啦菲特

01-28

$英伟达(NVDA)$ 个人觉得是短期利空，长期利好。deepseek解决的是现有智能水平模型的推理成本，会让更多的AI公司门槛降低，其实等于增加了玩家数量简介推动了整体市场AI算力的需求，现阶段成本不降，AI应用没法炒太久。另外对于新模型的训练还是要继续大量投入的，scaling law没有被打破，AI进化还没有停止。

巴啦啦菲特

01-06

$NVDA 20250131 126.0 CALL$ 小试牛刀[贱笑]

巴啦啦菲特

2024-04-11

$(NVDA)$ 上个月GTC，老黄当面告诉我市值要破10万亿

巴啦啦菲特

2024-03-22

$哔哩哔哩(BILI)$ 还有谁[冷漠]

去老虎APP查看更多动态

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