英伟达AI真正的赢家？

今年一年注定最火热的主题就是AIGC，近水楼台先得月的微软更是把ChatGPT快速植入了自己的全家桶，但是如果说这场AI在股价上收益谁的收益更大，相比较应用层的微软，笑的更大声肯定是站在一众大模型背后的英伟达了。

对比微软今年27%的涨幅，英伟达今年今年甚至收获了； $微软(MSFT)$

先来看一下22年英伟达的财报：

亮点

增长在 DGX 和深度学习培训和推理推动数据中心
加密货币消化后家用主机带动销量上涨
牵引新的对话式 AI 工作负载

风险

AMD GPU研发成为新的竞品

云客户能够开发具有竞争力的定制硬件

PC市场销量下滑

是时候入局，我已持仓，你呢？

AI助攻，Meta业绩逆转！谁将站上AI之巅？

Meta一季度营业收入为286.45亿美元，同比增长3%，远好于市场预期，EPS盈利下滑19%，低于预期降幅26%，广告收入和App收入不降反增，扎克伯格称AI推动App和业务取得良好成果，对AI和元宇宙两手抓。你如何看待Meta财报？科技巨头纷纷布局AI，你认为谁将率先站上AI之巅？

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

enjoylife168
2023-04-11
enjoylife168
我也持仓了
- 天扬42:
  机智如你，做好预期目标别盲从

发表看法

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