$T-REX 2X _老虎社区_美港股上老虎 - 老虎社区

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善先生
2024-11-07

$T-REX 2X LONG NVIDIA DAILY TARGET ETF(NVDX)$

与行业内的大佬聊了一下

算力建设还处在非常早期，需求少说还有2-3年

现阶段最大风险是产能，根据大佬描述AI模型级别，目前o1也就在推理阶段的入门，后面还有3个阶段

长期风险在GPU的物理极限，密度，散热，互联

# 晒晒更赚钱

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。

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投资自由
·2024-11-07
听起来需要耐心持有，一步一步等市场成熟
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春懿曦明
·2024-11-07
OK
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