$英伟达(NVDA)_老虎社区_美港股上老虎

括土
01-27

$英伟达(NVDA)$ 如果不需要那么高的成本投入，那以后投进去的人可能会更多；之前因为需要那么高的投入资金让人望而却步。如果接下来大家发现完全可以以更低的成本去做，那投入的国家，公司可能会更多，这么一想其实对英伟达没什么影响。应该是受了情绪的影响，等这个情绪一过，理清了头绪，或英伟达发布的业绩亮眼，这些影响都会过去。

# 英伟达$170保卫战！这次多少价位加仓？

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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幻方董事长
·01-27
精彩
你这套站不住！低端显卡都能玩，都能制造，还要你的高端吗？你的预期是不是低了很多
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2
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- a1v1:
  低端显卡也是H800 [微笑] 还是达子的卡 AMD和博通现在也替代不了
  01-27
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TIT_BG
·01-28
精彩
怎么可能更多，现在只是初期市场都在抢跑，赢家通吃，最后不会剩下几家公司！市场不是傻子
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1
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- 穷不达:
  大客户不需要了。但是利多中小企业
  01-28
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黑米哥
·01-28
如果低端可以，那就没有英伟达什么事了，英伟达的竞对会更多，芯片需求在，但英伟达不一定在。
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趋势是个好东西
·01-28
ds都认可你说的，短期ai应用股上涨，算力股短期利空，长期利好
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2
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石头9586
·01-28
刚刚120加仓了，大陆目前根本没办法制造这个。
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1
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- 立水marco:
  明天华为再来补上一刀，推出最新算力芯片怎么办？
  01-28
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yhyh
·01-28
有没有可能免费的开源模型已经这么nb了，很多初创公司都要倒闭了
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金融Ay
·01-28
英伟达本来就是炒作ai也是炒作它的芯片是真的
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风吹羊
·01-28
赶快加仓！
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2
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BuddyBuddy
·01-28
很多别的公司也可以做了，不用达子了
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能不能别瞎搞
·01-28
你买了多少？
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囤票
·01-28
利好and
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RicardoYedon
·01-28
没那么高的利润率了
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gdudhfjjfjzh
·01-28
明白人
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