$英伟达(NVDA)_老虎社区_美港股上老虎 - 老虎社区

4
1
收藏

Laughing_gor
01-27

$英伟达(NVDA)$ 不会。算力很贵的时候，算法优化应运而生，但对于ai时代而言，随着so应用场景的扩张延伸以及需求升级，算力是永远不会过剩的。单位算力的价格的下降主因一定是因为高级芯片的进一步发展，而不是来自算法优化。这一点，在过去几十年存储的发展历程充分验证。

# 如果不放宽对华AI限制，英伟达难以突破$140？

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。

4

举报

评论（1）

推荐
最新

阿宝1230
·01-27
别嘴硬了… 达子都崩了10个点了
回复
点赞
举报

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":396951223530144,"tweetId":"396951223530144","gmtCreate":1737934505372,"gmtModify":1737934506992,"author":{"id":3546045265277223,"idStr":"3546045265277223","authorId":3546045265277223,"authorIdStr":"3546045265277223","name":"Laughing_gor","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[{"themeId":"5e88a0255e6f4527a76a6ac0053d7679","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"如果不放宽对华AI限制，英伟达难以突破$140？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":5e88a0255e6f4527a76a6ac0053d7679}&rnconfig={\"headerBarHidden\": true}","description":"黄仁勋近日在台北国际电脑展上告诉记者，到2026年，仅中国市场就将带来500亿美元的市场机遇，并且呼吁美国放松对华人工智能限制。【大家觉得芯片出口政策如果没有放宽，英伟达股价是否难以突破$140？绩前你会买or卖？】","image":"https://static.tigerbbs.com/c256a09f7577ae45375dd577853a8ce1"}],"images":[],"coverImages":[],"html":"<html><head></head><body><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 不会。算力很贵的时候，算法优化应运而生，但对于ai时代而言，随着so应用场景的扩张延伸以及需求升级，算力是永远不会过剩的。单位算力的价格的下降主因一定是因为高级芯片的进一步发展，而不是来自算法优化。这一点，在过去几十年存储的发展历程充分验证。</body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 不会。算力很贵的时候，算法优化应运而生，但对于ai时代而言，随着so应用场景的扩张延伸以及需求升级，算力是永远不会过剩的。单位算力的价格的下降主因一定是因为高级芯片的进一步发展，而不是来自算法优化。这一点，在过去几十年存储的发展历程充分验证。</body></html>","text":"$英伟达(NVDA)$ 不会。算力很贵的时候，算法优化应运而生，但对于ai时代而言，随着so应用场景的扩张延伸以及需求升级，算力是永远不会过剩的。单位算力的价格的下降主因一定是因为高级芯片的进一步发展，而不是来自算法优化。这一点，在过去几十年存储的发展历程充分验证。","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/396951223530144","repostId":0,"isVote":1,"tweetType":1,"viewCount":2195,"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":242,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":397105410642032,"commentId":"397105410642032","gmtCreate":1737971874793,"gmtModify":1737971878746,"authorId":3548288367077292,"author":{"id":3548288367077292,"idStr":"3548288367077292","authorId":3548288367077292,"name":"阿宝1230","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":396951223530144,"objectIdStr":"396951223530144","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"别嘴硬了… 达子都崩了10个点了","text":"别嘴硬了… 达子都崩了10个点了","html":"别嘴硬了… 达子都崩了10个点了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}