英伟达与美光对比

$英伟达(NVDA)$ 其实我感觉美光前景没有英伟达好，美光只有硬件没有平台，而且韩国佬也有两家，其实壁垒不高，英伟达有硬件，最主要还有个软件平台，而且没有对手，门槛超高，市场给两者的估值预期差这么远是有原因的，不能光看市盈率，当然美光也有不错的前景，在ai硬件爆发的年代

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精彩评论

斗战胜佛巴菲特
2018-03-04
斗战胜佛巴菲特
美光跟英伟达怎么比，提鞋都不配！现在也就奈飞和亚马逊跟小英子有一比
- 琴琴姐夫回复琴琴姐夫:
  是市值破万亿
- 琴琴姐夫回复toa:
  强势股还是别空，我感觉奈飞亚马逊真是做妖，亚马逊破万之日，就是纳指见顶之日了
- toa回复琴琴姐夫:
  很想做空奈菲…
- 很溜回复琴琴姐夫:
  我也很奇怪
- 琴琴姐夫:
  为什么老美那么看好奈飞，一个视频网站怎么就上天了
Loveuuu
2018-03-05
Loveuuu
同一个行业，因为机会不同、资源不同，路线也差异很大
大米饭00
2018-03-05
大米饭00
有些股票很抗跌，有些却不行。
sadsam
2018-03-05
sadsam
呵呵

发表看法

9

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