谦虚谨慎不骄不躁
06-12
名义上来讲,英伟达是存在护城河。但GPU开发没那么难,与其花几百亿美金买英伟达的GPU,不如花100亿美金培养一个替代供应商或者自己来做。这是正常的商业逻辑。思科的路由器门槛非常高,需要适配的协议非常庞杂。
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?】
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