king詹姆斯
2024-10-23
$英伟达(NVDA)$
谁接最后一棒？黄三个月疯狂减持60亿！最大的风险是AI下游没有一个可以盈利的杀手级应用，如何支撑数据中心等硬件的持续投资？
算力需求遭质疑！英伟达会跌穿$100吗？
英伟达一周跌近7%，虽然段永平等人坚定唱多加仓，但市场目前对“杰文斯悖论”（越便宜，用越多）争议不断，Deepseek是否真的推高了H100的价格？算力支出能否延续？【短期市场偏悲观，你会选择暂时离场吗？如果想地位上车，英伟达现在适合吗？】
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torro
2024-10-24
torro
问出这种问题说明你没在ICT行业干过，找个做ICT的跟你好好科普下就知道了
king詹姆斯
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你来科普一下
什么也没有了～
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