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？
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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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
回复
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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