好日子到头了？英伟达你会考虑做空吗？ - 老虎社区

05-01

哈哈，啥都可以替代的

05-01

Replying to @walking_0712:不吃算力那叫智能吗，那只是个查找表//@walking_0712:现在的人工智能算法是歧途，不吃算力的算法会出来，出来后英伟达肯定黄。

05-01

我还是看好英伟达说实话 $英伟达(NVDA)$

04-30

我不相信zg有啥芯片能代替英伟达。

04-30

英伟达像征美国科技七巨头之一，一路风尘走来也有几十年了，能做到Al头部位置绝不是徒有虚名。华为也不是一家成立几年的公司，要在Al上超过英伟达早就干了，这不是喊喊口号就能达成的。华为的手机再利害，销量还不是排在苹果后面。所以说，在目前巳被关税搞伤的底股价上，就此再做空英伟达不会有好结果

04-30

100强支撑，短期回调

04-30

意淫

大冬瓜呱呱呱

04-30

确实过了高点，不过看空不做空。

04-30

现在的人工智能算法是歧途，不吃算力的算法会出来，出来后英伟达肯定黄。

秋天的时间

04-30

没有东大的确定市场，避免不确定性，找确定的标的吧！

04-30

$英伟达(NVDA)$ 英伟达短期存在一定情绪波动，尤其是中国市场份额下滑+高估值承压。但中长期逻辑依然稳固：AI算力仍是刚需，H200、Blackwell尚未全面释放。做空需明确是博短期下杀，而非中期反转。操作上谨慎追空，关注95–100区间支撑情况，破位才考虑轻仓Put布局。

04-30

1年后又是一条好汉

04-30

高科技那么容易被替代？那就没有什么值钱的了

04-30

看空

04-30

阅

04-30

今年挤牙膏，业绩肯定下滑

04-30

“英伟达在中国的好日子到头了”！英伟达真的game over了吗？

晨星股票策略师Brian Colello：英伟达在中国的好日子到头了。 $英伟达(NVDA)$ 据《华尔街日报》报道，华为正在研发一款新的人工智能芯片，意在与英伟达展开竞争。晨星（Morningstar）股票策略师Brian Colello深入解析了这一报道及其对英伟达的潜在影响。当前期权市场上已经出现了好几笔千万级别的put大单，结合近期英伟达走势，现在你会考虑做空英伟达吗？股价有没有跌破$90的可能？评论区分享你的观点或操作策略，一起赢取虎币奖励！

“英伟达在中国的好日子到头了”！英伟达真的game over了吗？

慢慢做投资

04-30

$英伟达(NVDA)$ 就买达仔（英伟达）！利空都出尽了，今晚明天就等反弹，白天来点利好能爆升。别只看短期，110 以下买稳赚，五月能上 120，冲！

慢慢做投资

04-29

$英伟达(NVDA)$ 搁这老太太上炕了，磨磨唧唧，不上不下的，你墨迹我也跟你墨迹就完事了。看你涨不涨。

04-29

希望美梦成真

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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 英伟达短期存在一定情绪波动，尤其是中国市场份额下滑+高估值承压。但中长期逻辑依然稳固：AI算力仍是刚需，H200、Blackwell尚未全面释放。 做空需明确是博短期下杀，而非中期反转。 操作上谨慎追空，关注95–100区间支撑情况，破位才考虑轻仓Put布局。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 英伟达短期存在一定情绪波动，尤其是中国市场份额下滑+高估值承压。但中长期逻辑依然稳固：AI算力仍是刚需，H200、Blackwell尚未全面释放。 做空需明确是博短期下杀，而非中期反转。 操作上谨慎追空，关注95–100区间支撑情况，破位才考虑轻仓Put布局。","text":"$英伟达(NVDA)$ 英伟达短期存在一定情绪波动，尤其是中国市场份额下滑+高估值承压。但中长期逻辑依然稳固：AI算力仍是刚需，H200、Blackwell尚未全面释放。 做空需明确是博短期下杀，而非中期反转。 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\n \n  Tags: #自动驾驶 #英伟达 #企业AI 特斯拉 AI里程碑 投资策略 自动驾驶行业动态 政策与技术进展 * 美国政策放宽： &nbsp; &nbsp; * 允许无传统装置（如方向盘、后视镜）的自动驾驶车辆上路测试，利好亚马逊的Zoox等企业。 &nbsp; &nbsp; * 重大事故需立即报告，小事故仅需月度汇总，推动行业快速迭代。 * 中美竞争：中国如百度“萝卜快跑”已大规模应用，美国试图通过政策调整追赶。 主要玩家分析 1. 特斯拉（Tesla）： * 路线：纯视觉方案，依赖用户数据迭代，目标实现L4级自动驾驶及Robotaxi计划。 * 风险：技术尚未完全成熟，依赖马斯克个人影响力，股价波动受政治因素影响。 2. 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历史最低点","text":"快抓紧抄底 历史最低点","html":"快抓紧抄底 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