________1380的个人主页 - 老虎社区

________1380

________1380

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IP属地：江西

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2024-07-03

$纳斯达克(.IXIC)$ 要跌了

2024-04-24

$英伟达(NVDA)$ 不要在结果出现后去做过程中发生的事，除非降低仓位

2024-04-18

$纳斯达克(.IXIC)$ 别家的位置开始抄。

2024-04-03

这篇文章不错，转发给大家看看

@AIxplorer:英伟达崩盘风险：从思科的兴衰看英伟达的挑战

2024-03-20

$拼多多(PDD)$ 模拟盘

2024-03-13

$超微电脑(SMCI)$ 因为打英伟达估值都快3万亿了，你3千亿才合理

2024-03-12

$道琼斯(.DJI)$ 看空

2020-04-04

这篇文章不错，转发给大家看

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别家的位置开始抄。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296580352692472","isVote":1,"tweetType":1,"viewCount":1650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291020169846832,"gmtCreate":1712075782626,"gmtModify":1712075784593,"author":{"id":"3548794443857746","authorId":"3548794443857746","name":"________1380","avatar":"https://static.tigerbbs.com/4062587a126cc410e7707d58f34efb40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548794443857746","authorIdStr":"3548794443857746"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291020169846832","repostId":"290829761482768","repostType":1,"repost":{"id":290829761482768,"gmtCreate":1712025461974,"gmtModify":1712027755494,"author":{"id":"10000000000010366","authorId":"10000000000010366","name":"AIxplorer","avatar":"https://static.tigerbbs.com/29e4e2ba919f782dbfad1b78b331945f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010366","authorIdStr":"10000000000010366"},"themes":[],"title":"英伟达崩盘风险：从思科的兴衰看英伟达的挑战","htmlText":"英伟达会因为什么而崩盘？我想现在问出这个问题，你会觉得是杞人忧天。毕竟作为当今美股最热门的股票，AI浪潮下最具确定性的铲子公司，说英伟达会崩盘，恐怕没有人会相信。&nbsp; <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 然而回看历史，20年前，美股上也有这么一家公司，也曾经是互联网革命中最具确定性的铲子公司，也有着无与伦比的技术优势，甚至一度坐上美股市值第一的宝座。然而就是这样一家公司，却在极盛时迅速陨落，20年过去，股价再也没有回到高点。&nbsp;这家公司的名字就叫做思科。当我详细研究完思科这家公司后，我发现他和如今的英伟达是惊人的相似！更可怕的是，思科的失败并非偶然，而是存在很多历史的必然性的，而这个必然性很可能即将发生在英伟达身上！为什么这么说呢？今天咱们就从思科的过去，来看英伟达的未来。&nbsp;英伟达和思科有多像？&nbsp;英伟达和思科到底有多像呢？我想你翻遍美股的历史，应该也找不到第二个比思科更像英伟达的公司了。 <a href=\"https://laohu8.com/S/CSCO\">$思科(CSCO)$</a> &nbsp;我们知道，英伟达被称之为是铲子公司，这是因为他是AI技术中不可或缺的硬件支持，所有的AI公司都不得不用英伟达的芯片来训练模型。而30年前的思科也是如此，他则是互联网技术中的铲子公司。思科主打的产品是交换机和路由器等设备，这是所有互联网公司所必须的硬件支持。&nbsp;在技术上，当年的思科和现在的英伟达一样，也都是各自领域中无可匹敌的存在。在巅峰时期，思科在网络交换机的市场份额达到了69%，而网络路由器的市场份额更是高达85%。作为对比，现如今英伟达在GPU市场的市场份额也是85%，两者在市场竞争力上的表现如出一辙。&nbsp;在90年代早期，互联网技术刚刚冒头时，市场就发现了","listText":"英伟达会因为什么而崩盘？我想现在问出这个问题，你会觉得是杞人忧天。毕竟作为当今美股最热门的股票，AI浪潮下最具确定性的铲子公司，说英伟达会崩盘，恐怕没有人会相信。&nbsp; <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 然而回看历史，20年前，美股上也有这么一家公司，也曾经是互联网革命中最具确定性的铲子公司，也有着无与伦比的技术优势，甚至一度坐上美股市值第一的宝座。然而就是这样一家公司，却在极盛时迅速陨落，20年过去，股价再也没有回到高点。&nbsp;这家公司的名字就叫做思科。当我详细研究完思科这家公司后，我发现他和如今的英伟达是惊人的相似！更可怕的是，思科的失败并非偶然，而是存在很多历史的必然性的，而这个必然性很可能即将发生在英伟达身上！为什么这么说呢？今天咱们就从思科的过去，来看英伟达的未来。&nbsp;英伟达和思科有多像？&nbsp;英伟达和思科到底有多像呢？我想你翻遍美股的历史，应该也找不到第二个比思科更像英伟达的公司了。 <a href=\"https://laohu8.com/S/CSCO\">$思科(CSCO)$</a> &nbsp;我们知道，英伟达被称之为是铲子公司，这是因为他是AI技术中不可或缺的硬件支持，所有的AI公司都不得不用英伟达的芯片来训练模型。而30年前的思科也是如此，他则是互联网技术中的铲子公司。思科主打的产品是交换机和路由器等设备，这是所有互联网公司所必须的硬件支持。&nbsp;在技术上，当年的思科和现在的英伟达一样，也都是各自领域中无可匹敌的存在。在巅峰时期，思科在网络交换机的市场份额达到了69%，而网络路由器的市场份额更是高达85%。作为对比，现如今英伟达在GPU市场的市场份额也是85%，两者在市场竞争力上的表现如出一辙。&nbsp;在90年代早期，互联网技术刚刚冒头时，市场就发现了","text":"英伟达会因为什么而崩盘？我想现在问出这个问题，你会觉得是杞人忧天。毕竟作为当今美股最热门的股票，AI浪潮下最具确定性的铲子公司，说英伟达会崩盘，恐怕没有人会相信。 $英伟达(NVDA)$ 然而回看历史，20年前，美股上也有这么一家公司，也曾经是互联网革命中最具确定性的铲子公司，也有着无与伦比的技术优势，甚至一度坐上美股市值第一的宝座。然而就是这样一家公司，却在极盛时迅速陨落，20年过去，股价再也没有回到高点。 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