MusicOn
2023-11-02
$英伟达(NVDA)$
AMD业绩后涨幅达10%,高盛AMD业绩研报中提到英伟达时全部为正面评价:1. 我们相信,AMD2024年数据中心GPU收入前景将推动这样一种想法,即英伟达将不是唯一一个解决庞大和不断增长的加速计算市场,因为它涉及生成人工智能。尽管如此,我们并没有看到AMD今天发布的指导/评论会严重削弱市场对英伟达竞争地位的看法。2. 在游戏方面的表现不佳:除了嵌入式游戏之外,AMD的游戏业务仍然疲软,因为半定制的SoC业务进入了游戏机周期的后半段。此外,该公司在游戏GPU方面的表现也一直不令人失望,因为它尚未稳定与英伟达相比的市场份额。
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精彩评论
弹力绳22
2023-11-02
弹力绳22
如果英伟达有问题,那么半导体板块就废了
纯天然绿色学渣
2023-11-02
纯天然绿色学渣
现在英伟达的任何上涨都是逃顶机会
梅川洼子
2023-11-02
梅川洼子
一直觉得黄仁勋搞营销更合适
黄老怪
2023-11-02
黄老怪
这走势给人的感觉还是很不错的
什么也没有了~
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target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>AMD业绩后涨幅达10%,高盛AMD业绩研报中提到英伟达时全部为正面评价:1. 我们相信,AMD2024年数据中心GPU收入前景将推动这样一种想法,即英伟达将不是唯一一个解决庞大和不断增长的加速计算市场,因为它涉及生成人工智能。尽管如此,我们并没有看到AMD今天发布的指导/评论会严重削弱市场对英伟达竞争地位的看法。2. 在游戏方面的表现不佳:除了嵌入式游戏之外,AMD的游戏业务仍然疲软,因为半定制的SoC业务进入了游戏机周期的后半段。此外,该公司在游戏GPU方面的表现也一直不令人失望,因为它尚未稳定与英伟达相比的市场份额。\n<br>\n<img src=\"https://static.tigerbbs.com/2d1e755d84cd8f4fb59fbc60a2c8b8e1\" tg-width=\"1259\" tg-height=\"814\">\n<img src=\"https://static.tigerbbs.com/1839caba4bec464d4ef2cabdd96d36e8\" tg-width=\"991\" tg-height=\"469\">\n<img src=\"https://static.tigerbbs.com/ac8102a89192cd5de80158ecb0726617\" tg-width=\"1205\" tg-height=\"694\"></body></html>","htmlText":"<html><head></head><body><a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>AMD业绩后涨幅达10%,高盛AMD业绩研报中提到英伟达时全部为正面评价:1. 我们相信,AMD2024年数据中心GPU收入前景将推动这样一种想法,即英伟达将不是唯一一个解决庞大和不断增长的加速计算市场,因为它涉及生成人工智能。尽管如此,我们并没有看到AMD今天发布的指导/评论会严重削弱市场对英伟达竞争地位的看法。2. 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在游戏方面的表现不佳:除了嵌入式游戏之外,AMD的游戏业务仍然疲软,因为半定制的SoC业务进入了游戏机周期的后半段。此外,该公司在游戏GPU方面的表现也一直不令人失望,因为它尚未稳定与英伟达相比的市场份额。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/237087316377640","repostId":0,"isVote":1,"tweetType":1,"viewCount":880,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":true,"length":487,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":237124477779968,"gmtCreate":1698924412981,"gmtModify":1698924416737,"authorId":9000000000000315,"author":{"id":9000000000000315,"authorId":9000000000000315,"name":"弹力绳22","avatar":"https://static.tigerbbs.com/9a2c539bd7eff494d3755975b44673ef","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":237087316377640,"type":1,"supId":0,"prevId":0,"content":"<p>如果英伟达有问题,那么半导体板块就废了</p>","text":"<p>如果英伟达有问题,那么半导体板块就废了</p>","html":"<p>如果英伟达有问题,那么半导体板块就废了</p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":237124235862016,"gmtCreate":1698924353921,"gmtModify":1698924357867,"authorId":3479274703284436,"author":{"id":3479274703284436,"authorId":3479274703284436,"name":"纯天然绿色学渣","avatar":"https://static.tigerbbs.com/0a8a09590ddc19e43321f0f39cd70ace","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":237087316377640,"type":1,"supId":0,"prevId":0,"content":"<p>现在英伟达的任何上涨都是逃顶机会</p>","text":"<p>现在英伟达的任何上涨都是逃顶机会</p>","html":"<p>现在英伟达的任何上涨都是逃顶机会</p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":237124336431104,"gmtCreate":1698924378473,"gmtModify":1698924382173,"authorId":9000000000000633,"author":{"id":9000000000000633,"authorId":9000000000000633,"name":"梅川洼子","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":237087316377640,"type":1,"supId":0,"prevId":0,"content":"<p>一直觉得黄仁勋搞营销更合适</p>","text":"<p>一直觉得黄仁勋搞营销更合适</p>","html":"<p>一直觉得黄仁勋搞营销更合适</p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":237124281610320,"gmtCreate":1698924258756,"gmtModify":1698924262386,"authorId":3479274732372511,"author":{"id":3479274732372511,"authorId":3479274732372511,"name":"黄老怪","avatar":"https://static.tigerbbs.com/7175a7537ba1ab4df466537d599271b4","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":237087316377640,"type":1,"supId":0,"prevId":0,"content":"<p>这走势给人的感觉还是很不错的</p>","text":"<p>这走势给人的感觉还是很不错的</p>","html":"<p>这走势给人的感觉还是很不错的</p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/237087316377640"}
精彩评论
如果英伟达有问题,那么半导体板块就废了
现在英伟达的任何上涨都是逃顶机会
一直觉得黄仁勋搞营销更合适
这走势给人的感觉还是很不错的