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ershing

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- ershingershing
  ·06-14
  $小鹏汽车(XPEV)$ 感觉最近有舆论和单子在刻意做空小鹏，完全无视基本面，不知是竞对的手段(类似搞小米)，还是想刻意压低股价之后另有所为。反正基本面不变情况下，跌得越厉害越买就对了！
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- ershingershing
  ·02-19
  发觉大部分机构还是持有和买入的观点，而散户基本全部看空，看起来散户看的更远认为它要完蛋了，可这个情绪推动力在当下变现是否值得商榷？它当前现金可以忽略？下降的广告就注定完蛋？ai 真的完全跑输落后队伍了？没有给出预期真的没有办法调整了？不太清楚。
  非常抱歉，此主贴已删除
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- ershingershing
  ·01-28
  Replying to @卡皮巴投:同样的结果但需要的显卡大幅下降，对英伟达未来已经排在订单中的销量是很大的冲击，证明原本需求只要很少的显卡就够了，资本市场很看重投入回报的。但同时会拉低模型训练的门槛，更多企业也能用少的显卡支持训练，唯有应用端的百花齐放，才能真正释放出显卡的功能，长期来看我觉得是利好英伟达的，只要护城河够宽，短期冲得太高，来了一个黑天鹅回调而已。//@卡皮巴投:deepseek难道不要英伟达显卡吗
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