不负责正确只负责赚钱
03-13
$英伟达(NVDA)$
昨天股价高潮，一堆在底下冷嘲热讽的，很多人一点都不遵循事物发展规律，涨了开始有信仰，不逆向思考，这也是股市盈利的本质来源。
$苹果(AAPL)$
$特斯拉(TSLA)$
$超微电脑(SMCI)$
$Coinbase Global, Inc.(COIN)$
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想要减肥的西门
03-13
想要减肥的西门
其实你的逻辑很成问题，既然你觉得目前的英伟达的股价已经price in了人们对于ai的预期，那么它都涨了这么久了，你为什么觉得现在这个时刻就是完全price in的时刻呢？为什么之前人们没有fully price in？
还有算力的问题，在训练领域，现在没有公司能对英伟达构成威胁，英伟达的优势并不在硬件，而是cuda为基础的软硬结合能力。当然任何技术都是可以被追赶的，但是目前这个护城河短期内看不到任何有利的竞争者。
amd这些公司唯一能构成威胁的，是在inference领域，但是上一季财报披露目前40%数据中心的收入是来自推理，也就是说英伟达在这个领域也进步神速。
不负责正确只负责赚钱
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想要减肥的西门
:
well..股价说话...
想要减肥的西门
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我是张东升
:
和他没办法讨论，没逻辑，更多的是情绪
不负责正确只负责赚钱
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我是张东升
:
特斯拉行情我参与过，目前特斯拉的自动驾驶是否实现了呢？英伟达是科技领域的制造公司，就像特斯拉是汽车行业的科技公司，陈述应该这样陈述。
能不能别瞎搞
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不负责正确只负责赚钱
:
你永远叫不醒装睡的人 让他们去买 那么看好他怎么不上杠杆allin啊
我是张东升
:
他不是逻辑有问题，是认知不足。当他感叹长江的宽广之时其实不知道自己其实面对的是大海。当去年所有人为特斯拉疯狂时候是因为作为一家AI公司,自动驾驶是革命。然而特斯拉的自动驾驶只是AI的一个场景运用。现在英伟达用AI点燃了各行各业，是无数个特斯拉。并不是AI成就了英伟达，而是英伟达引领了AI。英伟达是科技公司不是制造公司，就像特斯拉是科技公司不是汽车制造商。
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火火兔爸
03-13
火火兔爸
扯，因为日本央行
木匠精神买股
03-13
木匠精神买股
👏
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精彩评论
还有算力的问题，在训练领域，现在没有公司能对英伟达构成威胁，英伟达的优势并不在硬件，而是cuda为基础的软硬结合能力。当然任何技术都是可以被追赶的，但是目前这个护城河短期内看不到任何有利的竞争者。
amd这些公司唯一能构成威胁的，是在inference领域，但是上一季财报披露目前40%数据中心的收入是来自推理，也就是说英伟达在这个领域也进步神速。