不负责正确只负责赚钱
03-13
$英伟达(NVDA)$
全世界有谁不知道这只票的？上涨的动能在哪？未来的宏观环境能否支撑继续涨？Ai产业还会再出什么惊喜？其他巨头难道不会做芯片竞争？想清楚这些就知道崩盘是早晚的事情了，制造业就是制造业，不能成为苹果，不是一个概念
$苹果(AAPL)$
$特斯拉(TSLA)$
$超微电脑(SMCI)$
$Coinbase Global, Inc.(COIN)$
英伟达股价下跌，绩前能回调到多少价位？
美股三大指数集体收跌，英伟达跌近4%，【下周英伟达发布财报，你希望绩前英伟达回调到什么价位？本次财报后英伟达能否大涨？】
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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我是张东升
03-13
我是张东升
ai才刚起步，对gpu的需求才刚释放，目前上线在哪里都没人说得清。其次，其他巨头最大能力是自研自用，用以英伟达产能不足的补充。英伟达垄断了gpu，甚至可以说没有第二名。你对AI缺乏最基本认知。
不负责正确只负责赚钱
:
奥特曼要真融资完就是英伟达的竞争对手，不要神化企业
我是张东升
回复
不负责正确只负责赚钱
:
英伟达的垄断是超强的技术迭代能力，每一次迭代就推动市场一次。作为行业唯一的领头羊除了英伟达以外没人看得到上线在哪里。opai的奥特曼在计划融资50万亿，看着像是个玩笑对吧!
不负责正确只负责赚钱
:
但是你忘记了一个事情，股市价格反应的是所有人预期，当所有人把一件事情想象的特别好并且所有人都清楚这个事情的时候，价格就已经充分反映了。大多数都知晓英伟达并且知晓了ai将会带来的巨大改变，也知晓英伟达的垄断能力，所有人基于这些参与交易最终反映到今年上涨了一万美元，那么所有人忽略的是什么呢？忽略的是未来潜在利空，第一Ai产业是否真如想的那样美好？科网曾经也很美好但依旧被刺穿过泡面，第二就是英伟达的垄断能力，现在除了gpu以外还有许许多多路线在解决算力这个问题。
$英伟达(NVDA)$
奶茶妹夫
03-13
奶茶妹夫
是不是你又觉得华为弯道超车啊？
不负责正确只负责赚钱
:
别臆想，全篇没有提华为也不看好华为
辉_0738
03-13
辉_0738
这是做空亏了不少钱吧？猛涨，拉爆你！
不负责正确只负责赚钱
:
还真没亏相反还赚了，可以看之前的帖子
财富888
03-13
财富888
哈哈 反正女大打脸不是一个两个啊
不负责正确只负责赚钱
:
well，lets see
nini2019
03-13
nini2019
看空就做空，看多就买几股。目前你看不到能替代它的技术和产品，每个季度增长的势头也有目共睹。同时对它存疑的人也不少。我倒觉得这也是分歧，在分歧中进三退一更健康
koxfy
03-13
koxfy
你这段话套在苹果身上不也一样，苹果竞争对手显然比英伟达多
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