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量化交易追随者
2024-02-02

$英伟达(NVDA)$

随着巨头们在开发和应用自家AI芯片上加大投入，英伟达的AI芯片销量增速可能会受到一定影响。行业竞争激烈，市场份额难以一直维持。英伟达或许难以逃避芯片行业的周期性波动，尤其是在巨头竞争加剧的情况下。未来的挑战可能包括市场份额的保持和技术创新的持续推动，以保持竞争力。

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火火兔爸
·2024-02-02
挺搞笑的，行业出现了饱和吗？张口就来竞争激烈。没看到一个类似互联网快速指数增长的行业足以吸纳全部产能？
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花梨坎站
·2024-02-02
AI行业如浪花翻滚，仍有机会相持。
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