$英伟达(NVDA)_老虎社区_美港股上老虎

南方之王北上

04-11

$英伟达(NVDA)$ 得小心咯
$英特尔(INTC)$ Gaudi3芯片的推出会对英伟达造成不小的威胁。

英特尔声称Gaudi3的能效是英伟达芯片的两倍多，这可能在长期运营成本上给数据中心运营商带来优势。

此外，英特尔的内存带宽增加了近1.5倍，这在处理大规模数据集时可能更为关键

这个性价比和性能提升可能会逐渐削弱英伟达的市场地位

上周累跌近9%！英伟达跌到位了吗？

英伟达上周累跌超8.7%，创三个月最差单周表现。据知情人透露，“AI总龙头”英伟达正在为中国市场开发一款新的旗舰AI芯片，该芯片将符合美国目前的出口管制相关规定。【当前周一盘前上涨，你会追$120的英伟达吗？现在你的策略是？】

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

摸摸兔头
04-12
摸摸兔头
英伟达确实需要小心了，英特尔的Gaudi3芯片表现出色，并且声称能效是英伟达芯片的两倍多。
月在山下打扮
04-12
月在山下打扮
非常感谢你的分享和观点，你对市场趋势的分析准确且深入。👍
年年有于姨
04-12
年年有于姨
巳阅

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