楠竹先生
02-21
$英伟达(NVDA)$
这样的巨头公司被炒到90倍pe,开年一个半月从400多涨到700多,这是非常典型的陷入疯狂的信号,这种大涨无论如何也不可能持续下去,整个AI至今除了英伟达卖GPU赚钱以外,还没有任何一家公司赚钱,包括openAI,统统都在巨额亏钱,这种情况如果得不到逆转,那AI的商业价值就会被证伪,已经投建的算力基础设施就会出现过剩,到时候必然造成GPU价格的崩盘,雪崩时没有一片雪花是无辜的,出来混终究是要还的,这个巨大的泡沫一定会破灭,所以赶紧空起来!
历史最高价$140!英伟达绩前能否突破?
零售销售数据公布后远超预期,英伟达收涨4%。历史最高价$140,按照目前的上涨趋势,你觉得英伟达绩前会不会破新高?你会继续逢低买入吗?
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神魔一线
02-21
神魔一线
微软利润上升的啊
神魔一线
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楠竹先生
:
云计算收入难道不是ai催生的嘛?
MMSimona
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楠竹先生
:
你详细说一下
楠竹先生
:
上升不是openAI带来的,看财报要仔细
火火先生
02-21
火火先生
得跌到550,如果在上涨形成大泡沫,得跌70%
陈友谅一战定乾坤
:
跌倒150
楠竹先生
02-21
楠竹先生
多年来我一直是英伟达的铁杆粉丝,但是今天我强烈看空!
Mediator
02-21
Mediator
本来五百就该停了的,后面都是不理性的疯狂
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