有人出来喷了，懂科技_老虎社区_美港股上老虎

2017-05-12

有人出来喷了，懂科技才能懂投资。深度学习神经网络对产业的推动作用现在开始大范围显现了。之前就说英伟达肯定涨，目前机房使用的深度学习平台要么英伟达、要么AMD，其他号称支持深度学习的芯片一般只能用在小仪器里。原因很简单数据量太大，对处理能力的要求太高。大数据的处理过后肯定会迎来低功耗产品的二次爆发。可怕的是英伟达已经开始布局了，今年开始推板级产品，傻傻的AMD还没醒过来。英特尔被自己原有领域绊住脚。
国内的寒武纪、清华紫光、景嘉微等公司的深度学习相关芯片做专用芯片还可以，提供不了强大的支持平台很难有大作为。
$英伟达(NVDA)$ $Advanced Micro Devices Inc.(AMD)$ $英特尔(INTC)$

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

accelerate
2017-05-12
accelerate
Google不是有个自研的TPU么不知道效果怎么样
- 奇奇终结者:
  google tpu只用在决策部分加速，深度学习前面部分还用英伟达的
- Lizard_han:
  对，谷歌的战线太广，谷歌的tensor flow现在推广还不错，不过TPU推起来真挺难，合作推广渠道很重要。
百万手速王
2017-05-13
百万手速王
@Lizard_han 大佬求教，SMCI这支如何？
- Lizard_han回复百万手速王:
  大佬，这个词让我有种想回看北野武电影的冲动🤣
- 百万手速王回复Lizard_han:
  谢谢大佬
- Lizard_han:
  不说股票，我对超微的看法是服务器主板类产品性能和销量都不错，不过对于深度学习用的GPU服务器类产品有优势，但是价格实在太贵，基本是自己搭建的平台的三四倍，所以宁愿自己费事组装一般正常人不会买。超微受这波热潮上升空间有限。从股票曲线来判断是另外一回事了。这方面我是真不懂。
Lizard_han
2017-05-12
Lizard_han
补充一点，看好Xilinx的基于FPGA的深度学习，现在推的应用在图像处理的解决方案记得叫reVision,由于FPGA的并行处理与Xilinx的ARM+DSP运算核的方式实在是太完美了，只是目前开发难度还是大，人才稀少。$赛灵思(XLNX)$
Lizard_han
2017-05-12
Lizard_han
哎呀，图没贴出来。喷是说有个投资公司的分析师说巴菲特的时代结束了。因为他的保守性投资策略和对科技的不敏感。
- Tony特别帅:
  是的，亚马逊跨纬度干掉沃尔玛，最可怕的是竞争对手压根不是传统行业的。
老陆点五
2017-05-13
老陆点五
我还是看好专注于立足老本行的英特尔，尽管也在研究无人驾驶汽车等新技术，相对低调不炒作。股价不会暴涨暴跌，适合长期持有。

发表看法

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