$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$ 这两天有传言说国内有针对英伟达丐版芯片的新政策：如果使用英伟达芯片，需备案。且不论这个传言是真是假，其实英伟达在国内营收只占总营收百分之五，影响不大的。

前两年靠挖矿，这两年靠ai训练，看似偶然，实则必然。过两年ai训练需求平缓了，说不定挖矿需求又起来了，毕竟大饼又到牛市，刚刚突破新高，很多人都看到10万加了。关键的关键是，没准儿隔两年又爆出一个什么高科技的东东，需求又爆量呢。所以嘛，买了的，还是拿着一动不动比较好，赚企业增长的钱就好，没必要想着把市场波动的钱都赚干净了；没买的，找个机会，好歹配置一点吧。

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。

精彩评论

和小康
03-12
和小康
波波老师，我主要是没有遵守纪律满仓梭哈了，现在没有子弹补仓了，看样子需要一阵子摊薄持仓成本来解套了吧？
- 和小康回复波波斯基:
  收到，谢谢波波老师辛苦回复 [抱拳]
- 波波斯基:
  梭哈很难保持好的心态，反弹减点仓呗。
我是榜样
03-11
我是榜样
因为涨了所以看好，别装大神了
- 波波斯基:
  亏不少吧？
小清水
03-11
小清水
国内还敢针对英伟达啊，自己又没有，针对他干啥，倒是美国不允许英伟达amd卖给国内
Inoue Takina
03-11
Inoue Takina
应该不是丐版芯片的原因，NVDA在国内营收主要是靠Gaming业务。

Gaming业务虽然在NV当前营收中的占比远不如Data Center业务，但它却是NVDA护城河CUDA的基石。
唯一_4921
03-11
唯一_4921
我觉得他不值三万吨黄金。顶多三五百吨
土豪雪碧君
03-11
土豪雪碧君
赞同这是时代的大趋势，坚定拿住了

发表看法

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