$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$ 科技巨头们对GPU的狂热需求，正反映在英伟达的股价上，现在的问题是，英伟达是否会面临与思科类似的问题，一旦各大公司拥有足够的服务器和算力来运行AI应用程序，对“AI基础设施”的需求是否也将出现断崖式下跌：

或许英伟达当前的辉煌与互联网泡沫时代比较并不准确，但另一方面，或许没有人能知道未来几年对GPU的真正需求。美联储开启降息或催生泡沫

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

雁门关向东二万五千里
03-15
雁门关向东二万五千里
机器人离大规模商用至少得3~5年，还不如自动驾驶出租车进度快。

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":284642278776864,"tweetId":"284642278776864","gmtCreate":1710499708797,"gmtModify":1710507935508,"author":{"id":9000000000000217,"authorId":9000000000000217,"authorIdStr":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":13,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/eb2a217da16c34811eea7512ad912ae4","width":"1378","height":"756"}],"coverImages":[{"img":"https://static.tigerbbs.com/eb2a217da16c34811eea7512ad912ae4","width":"1378","height":"756"}],"html":"<html><head></head><body> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 科技巨头们对GPU的狂热需求，正反映在英伟达的股价上，现在的问题是，英伟达是否会面临与思科类似的问题，一旦各大公司拥有足够的服务器和算力来运行AI应用程序，对“AI基础设施”的需求是否也将出现断崖式下跌：或许英伟达当前的辉煌与互联网泡沫时代比较并不准确，但另一方面，或许没有人能知道未来几年对GPU的真正需求。美联储开启降息或催生泡沫<img src=\"https://static.tigerbbs.com/eb2a217da16c34811eea7512ad912ae4\" tg-width=\"1378\" tg-height=\"756\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 科技巨头们对GPU的狂热需求，正反映在英伟达的股价上，现在的问题是，英伟达是否会面临与思科类似的问题，一旦各大公司拥有足够的服务器和算力来运行AI应用程序，对“AI基础设施”的需求是否也将出现断崖式下跌：或许英伟达当前的辉煌与互联网泡沫时代比较并不准确，但另一方面，或许没有人能知道未来几年对GPU的真正需求。美联储开启降息或催生泡沫<img src=\"https://static.tigerbbs.com/eb2a217da16c34811eea7512ad912ae4\" tg-width=\"1378\" tg-height=\"756\"></body></html>","text":"$英伟达(NVDA)$ 科技巨头们对GPU的狂热需求，正反映在英伟达的股价上，现在的问题是，英伟达是否会面临与思科类似的问题，一旦各大公司拥有足够的服务器和算力来运行AI应用程序，对“AI基础设施”的需求是否也将出现断崖式下跌： 或许英伟达当前的辉煌与互联网泡沫时代比较并不准确，但另一方面，或许没有人能知道未来几年对GPU的真正需求。美联储开启降息或催生泡沫","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/284642278776864","repostId":0,"isVote":1,"tweetType":1,"viewCount":748,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":327,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":284683450741056,"gmtCreate":1710508507144,"gmtModify":1710508510834,"authorId":4092177932484180,"author":{"id":4092177932484180,"authorId":4092177932484180,"name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":284642278776864,"type":1,"supId":0,"prevId":0,"content":"机器人离大规模商用至少得3~5年，还不如自动驾驶出租车进度快。","text":"机器人离大规模商用至少得3~5年，还不如自动驾驶出租车进度快。","html":"机器人离大规模商用至少得3~5年，还不如自动驾驶出租车进度快。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/284642278776864"}