应该不是丐版芯片的原_老虎社区_美港股上老虎 - 老虎社区

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。

@波波斯基：$英伟达(NVDA)$ 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。

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