$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$ 已经废掉了cuda的上半身，但毕竟还需要用下半身跑英伟达的低端H卡。按敌对趋势，迟早要用自家的显卡。所以在与国内硬件商合作，用别家类ptx语言移植源代码，最终肯定会仿造搞出ds自己的cuda。届时英伟达的一半护城河（cuda和H卡）都要崩，几年内就能看到。

请教英伟达股东：该割肉了吗？

美国财政部长斯科特·贝森特当地时间周三表示，美国股市近期持续暴跌主要因为DeepSeek开源AI大模型在今年迅速风靡全球的那一刻起，所全面触发的美国大型科技股的急剧回调趋势，而非特朗普政府的贸易保护主义政策。【英伟达等科技股Q1表现较差，加之芯片舆论承压，股价走势较弱，如果你是英伟达股东，现在是该割肉走人，还是继续持有？】

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

KEINS
01-30
KEINS
牛逼，敌人越是不给我们，我们就越能手搓芯片！！
- 修理工666:
  国产euv都快有了。手搓当然可以

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":398279565574416,"tweetId":"398279565574416","gmtCreate":1738258687839,"gmtModify":1738258690232,"author":{"id":3575695026604385,"idStr":"3575695026604385","authorId":3575695026604385,"authorIdStr":"3575695026604385","name":"未料胜先料败","avatar":"https://static.tigerbbs.com/c2e8677352e7c66bc689e7dce846548c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":130,"starInvestorFlag":false},"themes":[{"themeId":"5e88a0255e6f4527a76a6ac0053d7679","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"请教英伟达股东：该割肉了吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":5e88a0255e6f4527a76a6ac0053d7679}&rnconfig={\"headerBarHidden\": true}","description":"美国财政部长斯科特·贝森特当地时间周三表示，美国股市近期持续暴跌主要因为DeepSeek开源AI大模型在今年迅速风靡全球的那一刻起，所全面触发的美国大型科技股的急剧回调趋势，而非特朗普政府的贸易保护主义政策。【英伟达等科技股Q1表现较差，加之芯片舆论承压，股价走势较弱，如果你是英伟达股东，现在是该割肉走人，还是继续持有？】","image":"https://static.tigerbbs.com/c256a09f7577ae45375dd577853a8ce1"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 已经废掉了cuda的上半身，但毕竟还需要用下半身跑英伟达的低端H卡。按敌对趋势，迟早要用自家的显卡。所以在与国内硬件商合作，用别家类ptx语言移植源代码，最终肯定会仿造搞出ds自己的cuda。届时英伟达的一半护城河（cuda和H卡）都要崩，几年内就能看到。</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 已经废掉了cuda的上半身，但毕竟还需要用下半身跑英伟达的低端H卡。按敌对趋势，迟早要用自家的显卡。所以在与国内硬件商合作，用别家类ptx语言移植源代码，最终肯定会仿造搞出ds自己的cuda。届时英伟达的一半护城河（cuda和H卡）都要崩，几年内就能看到。</p></body></html>","text":"$英伟达(NVDA)$ 已经废掉了cuda的上半身，但毕竟还需要用下半身跑英伟达的低端H卡。按敌对趋势，迟早要用自家的显卡。所以在与国内硬件商合作，用别家类ptx语言移植源代码，最终肯定会仿造搞出ds自己的cuda。届时英伟达的一半护城河（cuda和H卡）都要崩，几年内就能看到。","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/398279565574416","repostId":0,"isVote":1,"tweetType":1,"viewCount":3255,"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,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":240,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":398293505458712,"commentId":"398293505458712","gmtCreate":1738262039065,"gmtModify":1738276594352,"authorId":3440540550401156,"author":{"id":3440540550401156,"idStr":"3440540550401156","authorId":3440540550401156,"name":"KEINS","avatar":"https://static.tigerbbs.com/70c84e27d76e3a3450fb952380b9db3e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":398279565574416,"objectIdStr":"398279565574416","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"牛逼，敌人越是不给我们，我们就越能手搓芯片！！ [捂脸]","text":"牛逼，敌人越是不给我们，我们就越能手搓芯片！！ [捂脸]","html":"牛逼，敌人越是不给我们，我们就越能手搓芯片！！ [捂脸]","likeSize":0,"commentSize":1,"subComments":[{"id":398395353805472,"commentId":"398395353805472","gmtCreate":1738287076251,"gmtModify":1738288365801,"authorId":4199495820809302,"author":{"id":4199495820809302,"idStr":"4199495820809302","authorId":4199495820809302,"name":"修理工666","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":398279565574416,"objectIdStr":"398279565574416","type":1,"supId":398293505458712,"supIdStr":"398293505458712","prevId":0,"prevIdStr":"0","content":"国产euv都快有了。手搓当然可以","text":"国产euv都快有了。手搓当然可以","html":"国产euv都快有了。手搓当然可以"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/398279565574416"}