英伟达“躺赢”？！1000亿的“饼”，能让股价上$200吗？_老虎社区_美港股上老虎

英伟达“躺赢”？！1000亿的“饼”，能让股价上$200吗？

格局小了，昨天还说OpenAI烧太多钱了，结果今天送钱的就来了（开玩笑）~ $英伟达(NVDA)$ 周一一度涨超4%，刷新历史新高，总市值逼近4.5万亿美元🔥

现在都在传一个“铁三角”AI算力闭环——OpenAI向甲骨文购买云服务；甲骨文股价上涨，同时作为硬件基础设施供应商，为了提供这些服务，它需要向英伟达采购大量的GPU芯片，资金在很大程度上流回英伟达；英伟达股价上涨，紧接着英伟达再以战略投资的形式，将利润返给OpenAI，支持其进一步的AI基础设施建设。（随着英伟达的加入，完成了闭环链路）

Bernstein Research分析师对此表示：此次合作带来的收入影响可能大于投资本身；根据美银预测，这次1000亿的投资，有望在未来给英伟达带来3000到5000亿美元的收入。不过除了这个协议，黄仁勋目前似乎正忙于达成多项交易，努力扩大自己的客户群。所以整个市场肯定不只是“左手倒右手”那么简单，而且这三大巨头还只是AI服务的上游。[吃瓜]

现在市场很买账，四万多亿市值的英伟达拉涨4%， $甲骨文(ORCL)$ 涨超6%，不过链路短的坏处就是，风险增大——任何一环出问题，就有可能引发连锁反应。是否投资者冷静下来，会觉得这个“饼”很难吃下去呢？英伟达，你觉得今年内能上$200吗？

评论区分享你对此合作的看法或操作，一起赢取1000虎币奖励！🎁

# OpenAI获千亿投资！AI、能源、芯片…看好哪些？

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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最新

明日阳光888
·09-23
肯定会
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躺平躺到地狱了
·09-23
有可能
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追梦999
·09-23
有可能
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小小虎AAA
·09-23
可以
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夜流沙
·09-23
现在买英伟达可能还真不如btc了，毕竟Btc 只有英伟达一半的市值[得意]
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一路走来cd
·09-23
有一种左脚踩右脚，武当梯云纵的感觉
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1
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脑斧脑斧小脑斧
·09-23
左脚踩右脚
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花香满楼
·09-23
可以的，曾经的腾讯
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沾沾虎
·09-23
200不一定，190摸一下。
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五个
·09-23
英伟达新高，btc加油呀
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老山古
·09-23
200稳了
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AliceSam
·09-23
昨天还说OpenAI烧太多钱了，结果今天送钱的就来了 [财迷]
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勇敢_小虎
·09-24
星际门操作，真的是醉了
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夜色很迷人
·09-24
今年应该问题不大
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khikho
·09-24
OpenAI首席执行官奥尔特曼在声明中说：“一切始于计算能力。计算基础设施会成为未来经济的基础，我们将利用与英伟达共建的体系，既推动人工智能实现新突破，又以规模化方式赋能个人与企业。”
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用心良苦的呵呵
·09-24
200多一点
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Sacred Rabbit
·09-24
[惊讶]
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苍穹之剑888
·09-23
能
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英伟达“躺赢”？！1000亿的“饼”，能让股价上$200吗？

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