这三个B，一个比一个_老虎社区_美港股上老虎

这三个B，一个比一个离谱，把承诺当订单，纯粹是画饼充数，吹泡泡！之前我还真不担心AI泡沫，英伟达也这么干，现在感觉这泡沫是真的了。 $博通(AVGO)$ $英伟达(NVDA)$ $甲骨文(ORCL)$

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天外归云
·09-24
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别感觉，感觉有时也会不准。当你部署模型发现代码报错，需要配置cuda环境变量的时候，你就知道英伟达是怎么回事了。
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- 天外归云:
  股价你觉得英伟达长期应该是多少合适。
  09-25
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- 鹿鼎公韦小宝:
  技术门槛高和股价泡沫不冲突呀，英伟达卡是刚需，但现在估值把未来十年增长都算进去了
  09-24
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雁门关向东二万五千里
·09-25
泡沫今年破不了，等大模型进入瓶颈期，技术无法再突破时，几家巨头才会减少烧钱，
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