$英伟达(NVDA)_老虎社区_美港股上老虎 - 老虎社区

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美股总舵主
01-28

$英伟达(NVDA)$

deepseek用普通芯片显卡做出了更好的模型，说明他们的技术方向更先进，并不代表好的芯片显卡就没用了。好的模型如果再搭配上好的芯片显卡，最后会呈现出更好的表现。真正让我觉得价值崩溃的是那几个做模型的公司

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_罗
·01-28
主要是既然没必要上大算力，就没必要搞那么多的好芯片，需求量就少了。没哪家汽车制造商是专门靠给f1赛车供货活下来的。
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鑫870323
·01-28
40最多了
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