不肯媚俗的心
11-13
$英伟达(NVDA)$
从科学发展来说,人工智能意义重大,但是感觉目前靠英伟达GPU的这条路线不对。如果最终大模型路线泡沫破灭,美国资本市场就不好办了。
英伟达绩后震荡!现在该如何交易?
英伟达财报次日,盘初涨近5%创新高后,转为跌3.6%,最终收涨。英伟达Q3业绩超预期,但Q4指引中值未能达到高端预期。【你会担心Blackwell增长前景吗?现在选择暂时离场,还是继续做多?】
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