+关注
库兹涅佐夫
暂无个人介绍
IP属地：江苏
11
关注
0
粉丝
0
主题
0
勋章
主贴
热门
库兹涅佐夫
09-10
看好英伟达：1）AI算力刚需爆发，黑威尔GB200提升训练/推理性价比，带动数据中心换机潮；2）CUDA/软件生态+NVLink/InfiniBand形成强护城河，迁移成本高；3）云巨头与AI独角兽长期锁定采购，可见度强；4）毛利与现金流优异，回购分红强化股东回报；5）汽车、边缘与Omniverse等新业务打开第二增长曲线。风险：监管/供给/周期波动。仅个人观点，欢迎讨论。#英伟达 #AI算力
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3499211428222321","uuid":"3499211428222321","gmtCreate":1536117406979,"gmtModify":1756643447064,"name":"库兹涅佐夫","pinyin":"kznzfkuziniezuofu","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/5767cc3cde4d2bed238ac3d22418e20a","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":11,"tweetSize":1,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"江苏","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":4,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":476924808384952,"gmtCreate":1757459091780,"gmtModify":1757468127206,"author":{"id":"3499211428222321","authorId":"3499211428222321","name":"库兹涅佐夫","avatar":"https://static.tigerbbs.com/5767cc3cde4d2bed238ac3d22418e20a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499211428222321","authorIdStr":"3499211428222321"},"themes":[],"htmlText":"看好英伟达：1）AI算力刚需爆发，黑威尔GB200提升训练/推理性价比，带动数据中心换机潮；2）CUDA/软件生态+NVLink/InfiniBand形成强护城河，迁移成本高；3）云巨头与AI独角兽长期锁定采购，可见度强；4）毛利与现金流优异，回购分红强化股东回报；5）汽车、边缘与Omniverse等新业务打开第二增长曲线。风险：监管/供给/周期波动。仅个人观点，欢迎讨论。#英伟达 #AI算力","listText":"看好英伟达：1）AI算力刚需爆发，黑威尔GB200提升训练/推理性价比，带动数据中心换机潮；2）CUDA/软件生态+NVLink/InfiniBand形成强护城河，迁移成本高；3）云巨头与AI独角兽长期锁定采购，可见度强；4）毛利与现金流优异，回购分红强化股东回报；5）汽车、边缘与Omniverse等新业务打开第二增长曲线。风险：监管/供给/周期波动。仅个人观点，欢迎讨论。#英伟达 #AI算力","text":"看好英伟达：1）AI算力刚需爆发，黑威尔GB200提升训练/推理性价比，带动数据中心换机潮；2）CUDA/软件生态+NVLink/InfiniBand形成强护城河，迁移成本高；3）云巨头与AI独角兽长期锁定采购，可见度强；4）毛利与现金流优异，回购分红强化股东回报；5）汽车、边缘与Omniverse等新业务打开第二增长曲线。风险：监管/供给/周期波动。仅个人观点，欢迎讨论。#英伟达 #AI算力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476924808384952","isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":476924808384952,"gmtCreate":1757459091780,"gmtModify":1757468127206,"author":{"id":"3499211428222321","authorId":"3499211428222321","name":"库兹涅佐夫","avatar":"https://static.tigerbbs.com/5767cc3cde4d2bed238ac3d22418e20a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499211428222321","authorIdStr":"3499211428222321"},"themes":[],"htmlText":"看好英伟达：1）AI算力刚需爆发，黑威尔GB200提升训练/推理性价比，带动数据中心换机潮；2）CUDA/软件生态+NVLink/InfiniBand形成强护城河，迁移成本高；3）云巨头与AI独角兽长期锁定采购，可见度强；4）毛利与现金流优异，回购分红强化股东回报；5）汽车、边缘与Omniverse等新业务打开第二增长曲线。风险：监管/供给/周期波动。仅个人观点，欢迎讨论。#英伟达 #AI算力","listText":"看好英伟达：1）AI算力刚需爆发，黑威尔GB200提升训练/推理性价比，带动数据中心换机潮；2）CUDA/软件生态+NVLink/InfiniBand形成强护城河，迁移成本高；3）云巨头与AI独角兽长期锁定采购，可见度强；4）毛利与现金流优异，回购分红强化股东回报；5）汽车、边缘与Omniverse等新业务打开第二增长曲线。风险：监管/供给/周期波动。仅个人观点，欢迎讨论。#英伟达 #AI算力","text":"看好英伟达：1）AI算力刚需爆发，黑威尔GB200提升训练/推理性价比，带动数据中心换机潮；2）CUDA/软件生态+NVLink/InfiniBand形成强护城河，迁移成本高；3）云巨头与AI独角兽长期锁定采购，可见度强；4）毛利与现金流优异，回购分红强化股东回报；5）汽车、边缘与Omniverse等新业务打开第二增长曲线。风险：监管/供给/周期波动。仅个人观点，欢迎讨论。#英伟达 #AI算力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476924808384952","isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
