“反英伟达联盟”正在集结英伟达(NVDA)基本面挑战有多大？ _老虎社区_美港股上老虎

“反英伟达联盟”正在集结英伟达(NVDA)基本面挑战有多大？

FX168财经视频栏目
2024-03-27

今天来聊聊英伟达，英伟达最近除了股价保持强韧以外，重要的是树大招风。不仅英特尔和AMD等巨头在AI芯片领域不断的试图追赶英伟达的步伐，软件领域又有新的消息传出。针对的就是英伟达AI芯片的一个核心要素——CUDA开发套件，今天我们就来聊聊这个话题。

# 分享我的交易策略

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

奶粉侠
·2024-03-27
其实英伟达到底怎么走，还是要看咱们国内的态度
回复
点赞
举报
收起
- Memphisk:
  这思路……[笑哭]
  2024-03-27
  回复
  举报
股友之家00
·2024-03-27
黄仁勋从来不怕挑战，不怕敌人
回复
2
举报
收起
- 辉_0738:
  确实如此，同意你的看法。老黄从不挤牙膏，当初推出的黄氏定律：每隔6个月，性能翻一倍，直接干死众多竞争对手，脱疑而出，成为行业霸主。以前竞争对手都搞不了英伟达，何况现在英伟达是比之前强很多倍。
  2024-03-27
  回复
  举报
得失缘
·2024-03-27
一个硬件制造商，能有如此的走势，本身就不正常
回复
点赞
举报
说你逗你还真逗00
·2024-03-27
搞得我都想进去做空英伟达了
回复
点赞
举报
收起
- 火火兔爸:
  三个和尚没水吃
  2024-03-27
  回复
  举报
明天周日
·2024-03-27
只要有利益纷争，这个联盟就不会稳
回复
1
举报
DKforce
·2024-03-27
联盟越强大，越证明英伟达的强大
回复
点赞
举报
年年有于姨
·2024-03-27
已阅
回复
点赞
举报

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":288648389873936,"tweetId":"288648389873936","gmtCreate":1711503447170,"gmtModify":1711548602801,"author":{"id":3571711780449823,"idStr":"3571711780449823","authorId":3571711780449823,"authorIdStr":"3571711780449823","name":"FX168财经视频栏目","avatar":"https://static.tigerbbs.com/ff6b06690add160937516097dd4844b9","vip":6,"userType":6,"introduction":"全球视野的中文财经网站，7*24小时提供全球财经资讯，数据行情等。","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":4485,"starInvestorFlag":false},"themes":[{"themeId":"5f4e0a7185a74ed196abff08008266de","categoryId":"b76d3c59fc044df59779c041b25852a6","name":"分享我的交易策略","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":5f4e0a7185a74ed196abff08008266de}&rnconfig={\"headerBarHidden\": true}","description":"交易策略分享，说一说自己在交易中的那些神操作吧，你的idea说不定价值百万！","image":"https://static.tigerbbs.com/cd8eaff2e99964ab7a80d92cc196fcd3"}],"images":[],"coverImages":[{"img":"https://static.tigerbbs.com/8703eab35e6199fc7e7d5d385efe9fe7"}],"title":"“反英伟达联盟”正在集结 英伟达(NVDA)基本面挑战有多大？ ","html":"<html><head></head><body>今天来聊聊英伟达，英伟达最近除了股价保持强韧以外，重要的是树大招风。不仅英特尔和AMD等巨头在AI芯片领域不断的试图追赶英伟达的步伐，软件领域又有新的消息传出。针对的就是英伟达AI芯片的一个核心要素——CUDA开发套件，今天我们就来聊聊这个话题。\n<video poster=\"https://static.tigerbbs.com/8703eab35e6199fc7e7d5d385efe9fe7\" tg-width=\"1280\" tg-height=\"720\" class=\"ql-video\" controls=\"true\" controlslist=\"nodownload\" playsinline=\"true\" webkit-playsinline=\"true\">\n <source src=\"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/ef7604661397757887581059995/v.f30.mp4\">\n</video>\n</body></html>","htmlText":"<html><head></head><body>今天来聊聊英伟达，英伟达最近除了股价保持强韧以外，重要的是树大招风。不仅英特尔和AMD等巨头在AI芯片领域不断的试图追赶英伟达的步伐，软件领域又有新的消息传出。针对的就是英伟达AI芯片的一个核心要素——CUDA开发套件，今天我们就来聊聊这个话题。\n<video poster=\"https://static.tigerbbs.com/8703eab35e6199fc7e7d5d385efe9fe7\" tg-width=\"1280\" tg-height=\"720\" class=\"ql-video\" controls=\"true\" controlslist=\"nodownload\" playsinline=\"true\" webkit-playsinline=\"true\">\n <source src=\"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/ef7604661397757887581059995/v.f30.mp4\">\n</video>\n</body></html>","text":"今天来聊聊英伟达，英伟达最近除了股价保持强韧以外，重要的是树大招风。不仅英特尔和AMD等巨头在AI芯片领域不断的试图追赶英伟达的步伐，软件领域又有新的消息传出。针对的就是英伟达AI芯片的一个核心要素——CUDA开发套件，今天我们就来聊聊这个话题。","highlighted":2,"essential":2,"paper":2,"likeSize":8,"commentSize":10,"repostSize":3,"favoriteSize":0,"link":"https://laohu8.com/post/288648389873936","repostId":0,"isVote":1,"tweetType":2,"object":{"id":"8b07fc73a2c546d39effa862f5f82cc2","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/ef7604661397757887581059995/v.f30.mp4","poster":"https://static.tigerbbs.com/8703eab35e6199fc7e7d5d385efe9fe7","desc":""},"viewCount":23705,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":226,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":288790477156368,"commentId":"288790477156368","gmtCreate":1711527589834,"gmtModify":1711527593577,"authorId":3479274694556928,"author":{"id":3479274694556928,"idStr":"3479274694556928","authorId":3479274694556928,"name":"奶粉侠","avatar":"https://static.tigerbbs.com/d7f6d4bede50ce2b36858d04c53b088b","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":288648389873936,"objectIdStr":"288648389873936","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"其实英伟达到底怎么走，还是要看咱们国内的态度","text":"其实英伟达到底怎么走，还是要看咱们国内的态度","html":"其实英伟达到底怎么走，还是要看咱们国内的态度","likeSize":0,"commentSize":1,"subComments":[{"id":288866359218304,"commentId":"288866359218304","gmtCreate":1711548580932,"gmtModify":1711548667271,"authorId":3530325156785592,"author":{"id":3530325156785592,"idStr":"3530325156785592","authorId":3530325156785592,"name":"Memphisk","avatar":"https://static.tigerbbs.com/fce2593b0d6f142043851c0bd79726e6","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"60.91%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"categoryType":1101,"badgeId":"228c86a078844d74991fff2b7ab2428d-1","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}]},"repliedAuthorId":0,"objectId":288648389873936,"objectIdStr":"288648389873936","type":1,"supId":288790477156368,"supIdStr":"288790477156368","prevId":0,"prevIdStr":"0","content":"这思路……[笑哭]","text":"这思路……[笑哭]","html":"这思路……[笑哭]","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":288790691667984,"commentId":"288790691667984","gmtCreate":1711527642206,"gmtModify":1711527646083,"authorId":9000000000000300,"author":{"id":9000000000000300,"idStr":"9000000000000300","authorId":9000000000000300,"name":"股友之家00","avatar":"https://static.tigerbbs.com/3cf1da32355d7fcd455bcb763ef83cd5","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":288648389873936,"objectIdStr":"288648389873936","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"黄仁勋从来不怕挑战，不怕敌人","text":"黄仁勋从来不怕挑战，不怕敌人","html":"黄仁勋从来不怕挑战，不怕敌人","likeSize":2,"commentSize":1,"subComments":[{"id":288852761759792,"commentId":"288852761759792","gmtCreate":1711545258027,"gmtModify":1711548116150,"authorId":3541015803020623,"author":{"id":3541015803020623,"idStr":"3541015803020623","authorId":3541015803020623,"name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":288648389873936,"objectIdStr":"288648389873936","type":1,"supId":288790691667984,"supIdStr":"288790691667984","prevId":0,"prevIdStr":"0","content":"确实如此，同意你的看法。老黄从不挤牙膏，当初推出的黄氏定律：每隔6个月，性能翻一倍，直接干死众多竞争对手，脱疑而出，成为行业霸主。以前竞争对手都搞不了英伟达，何况现在英伟达是比之前强很多倍。","text":"确实如此，同意你的看法。老黄从不挤牙膏，当初推出的黄氏定律：每隔6个月，性能翻一倍，直接干死众多竞争对手，脱疑而出，成为行业霸主。以前竞争对手都搞不了英伟达，何况现在英伟达是比之前强很多倍。","html":"确实如此，同意你的看法。老黄从不挤牙膏，当初推出的黄氏定律：每隔6个月，性能翻一倍，直接干死众多竞争对手，脱疑而出，成为行业霸主。以前竞争对手都搞不了英伟达，何况现在英伟达是比之前强很多倍。","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":288790101901352,"commentId":"288790101901352","gmtCreate":1711527612609,"gmtModify":1711527616328,"authorId":9000000000000222,"author":{"id":9000000000000222,"idStr":"9000000000000222","authorId":9000000000000222,"name":"得失缘","avatar":"https://static.tigerbbs.com/350e6f270c729270f949e2f6e0082308","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":288648389873936,"objectIdStr":"288648389873936","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"一个硬件制造商，能有如此的走势，本身就不正常","text":"一个硬件制造商，能有如此的走势，本身就不正常","html":"一个硬件制造商，能有如此的走势，本身就不正常","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":288790372708368,"commentId":"288790372708368","gmtCreate":1711527564333,"gmtModify":1711527567962,"authorId":9000000000000697,"author":{"id":9000000000000697,"idStr":"9000000000000697","authorId":9000000000000697,"name":"说你逗你还真逗00","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":288648389873936,"objectIdStr":"288648389873936","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"搞得我都想进去做空英伟达了","text":"搞得我都想进去做空英伟达了","html":"搞得我都想进去做空英伟达了","likeSize":0,"commentSize":1,"subComments":[{"id":288804502929552,"commentId":"288804502929552","gmtCreate":1711533445967,"gmtModify":1711533449732,"authorId":3546249304196282,"author":{"id":3546249304196282,"idStr":"3546249304196282","authorId":3546249304196282,"name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.79%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"wearingSort":0},"hat":"https://static.tigerbbs.com/9fbaa680ff01ef22199d81a0f09ea1d9","crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"categoryType":1100,"badgeId":"35ec162348d5460f88c959321e554969-3","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}]},"repliedAuthorId":0,"objectId":288648389873936,"objectIdStr":"288648389873936","type":1,"supId":288790372708368,"supIdStr":"288790372708368","prevId":0,"prevIdStr":"0","content":"三个和尚没水吃","text":"三个和尚没水吃","html":"三个和尚没水吃","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":288789847478312,"commentId":"288789847478312","gmtCreate":1711527550493,"gmtModify":1711527554198,"authorId":9000000000000464,"author":{"id":9000000000000464,"idStr":"9000000000000464","authorId":9000000000000464,"name":"明天周日","avatar":"https://static.tigerbbs.com/647889b9ec4af75d89345c4c4e3b48f6","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":288648389873936,"objectIdStr":"288648389873936","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"只要有利益纷争，这个联盟就不会稳","text":"只要有利益纷争，这个联盟就不会稳","html":"只要有利益纷争，这个联盟就不会稳","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":288864668725360,"commentId":"288864668725360","gmtCreate":1711548042583,"gmtModify":1711548046237,"authorId":3447070926168070,"author":{"id":3447070926168070,"idStr":"3447070926168070","authorId":3447070926168070,"name":"DKforce","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":288648389873936,"objectIdStr":"288648389873936","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"联盟越强大，越证明英伟达的强大","text":"联盟越强大，越证明英伟达的强大","html":"联盟越强大，越证明英伟达的强大","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":288782105821288,"commentId":"288782105821288","gmtCreate":1711518062457,"gmtModify":1711518066127,"authorId":4125470478750332,"author":{"id":4125470478750332,"idStr":"4125470478750332","authorId":4125470478750332,"name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":288648389873936,"objectIdStr":"288648389873936","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"已阅","text":"已阅","html":"已阅","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}

“反英伟达联盟”正在集结 英伟达(NVDA)基本面挑战有多大？

评论（10）

热议股票

“反英伟达联盟”正在集结英伟达(NVDA)基本面挑战有多大？