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Danazy
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IP属地:福建
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Danazy
2019-10-23
$麦当劳(MCD)$
目前看不到麦当劳有什么风险,大跌就买入
Danazy
2019-02-01
$AMD (AMD)$ 财报收益
Danazy
2019-01-03
$荷兰皇家壳牌(A类股)(RDSA.UK)$怎么买?
Danazy
2018-12-27
$苹果(AAPL)$ 147买入
Danazy
2018-12-03
$AMD(AMD)$已突破回到财报前最低的22.75了
Danazy
2018-11-16
$按摩店(AMD)$ 因为关联交易AMD受到英伟达影响,但是AMD之前财报已经体现出加密货币不及预期,今晚开市一大概率迅速拉升。20.1加仓。
Danazy
2018-11-15
$按摩店(AMD)$ 真JB刺激😂🤣
Danazy
2018-10-25
$AMD(AMD)$一觉醒来收益从300% 掉到不到150%了😂,根据去年尿性,到明年一季度财报都要🐻了。
Danazy
2018-10-23
$AMD(AMD)$今天表现相当不错,比大盘跌得还要
Danazy
2018-10-22
$AMD(AMD)$ Intel取消10nm处理器。 https://semiaccurate.com/2018/10/22/intel-kills-off-the-10nm-process/
Danazy
2018-10-11
$AMD(AMD)$amd还是要暴涨暴跌才符合股性
Danazy
2018-10-04
$AMD(AMD)$ 06年3月13日拿到现在😂🤣
Danazy
2018-09-26
$蔚来汽车(NIO)$38号测评出来了,就一垃圾车垃圾公司。
Danazy
2018-09-24
$AMD(AMD)$最近波动太小,期权都便宜了,卖了也赚不了几个钱
Danazy
2018-09-21
$Helios and Matheson Analytics(HMNY)$这公司是干嘛的,有朋友科普一下吗?
Danazy
2018-09-17
$AMD (AMD)$ 大盘都跌1.1%了
Danazy
2018-09-15
中期看空英伟达,直到下一代产品问世
$英伟达(NVDA)$ 英伟达目前处在一个非常关键的时间点上。 先从起家的消费级显卡说起。 在这一代消费级显卡上首次加入了AI单元和RTX光线追踪单元。这样能不能成功?显然英伟达是在豪赌。赌得是其他公司无法提供相近性能的产品,然后通过这些特有架构发展生态圈,进而筑起护城河,将其他竞争者挡在外面。这样的策略能不能成功呢,难度非常大。 回归现实层面。这一代新的RTX系列显卡制程没有提升,也就是说,要保证显卡性能不输前代,并且还需要增加2个新模块,这样芯片的面积显著增大。带来的后果是是大die和低良品率,这就导致了最后的终端价格居高不下,2080Ti已卖到原来1080Ti价格的180%,系列其他产品也都大幅提价。高价格带来的是装机量低下,装机量低下势必导致游戏厂商不愿意为了一小撮用户消耗额外资源支持这些新特性。即使英伟达烧钱支持,也很难让厂商的游戏完全不兼容对手的产品。这就导致恶性循环,最后生态很难建立。更需要考虑的是,游戏世代的画面定义是来自主机,而下一时代主机基本确定采用AMD的Soc(7nm zen2 vega),英伟达产品的消费级主要阵地是PC游戏领域,而该领域很多游戏都来自主机平台移植。这样最终效果好坏实际是比拼图形通用计算能力而非特化计算能力。这一代2080ti算力为13Tflops,仅比上代产品高出不到25%。而AMD下一代7nm算力据推测为20.9Tflops。 再看看商用领域,英伟达发布会说提供了廉价图形和AI计算集群并自称价格很便宜,这一块蛋糕确实不小,但英伟达很难通吃。各家各自为战,自研ai计算芯片,包括特斯拉谷歌等。英特尔又传出研发GPU进一步分割市场。英伟达的软件生态不开源,而竞争对手AMD却提供了开源解决方案。而且厂商考虑到议价能力,也不会单买英伟达的产品,何况是产品通用性能并没有比对手好的情况。 相关新闻参考:英伟达如芒刺在背?BAT为啥都选择了AM
中期看空英伟达,直到下一代产品问世
Danazy
2018-09-15
$趣头条(QTT)$别碰中概股,垃圾就滚回a股去,别在这里祸害人。
Danazy
2018-09-14
$蔚来汽车(NIO)$特斯拉不行它就不行,特斯拉行它更不行
Danazy
2018-09-14
$AMD (AMD)$ 等你废纸
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财报收益","images":[{"img":"https://static.tigerbbs.com/07828c78b00d4f38956407a12b2d70d6"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/393824","isVote":1,"tweetType":1,"viewCount":3784,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464634798440233","authorId":"3464634798440233","authorIdStr":"3464634798440233","name":"T20211213723","avatar":"https://static.laohu8.com/5eca4b7482eadf11553036d7674cbbd8","crmLevel":1,"crmLevelSwitch":0},"content":"为啥卖put,不买call","text":"为啥卖put,不买call","html":"为啥卖put,不买call"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":369682,"gmtCreate":1546521305203,"gmtModify":1704785658308,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$荷兰皇家壳牌(A类股)(RDSA.UK)$怎么买?","listText":"$荷兰皇家壳牌(A类股)(RDSA.UK)$怎么买?","text":"$荷兰皇家壳牌(A类股)(RDSA.UK)$怎么买?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369682","isVote":1,"tweetType":1,"viewCount":1454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365166,"gmtCreate":1545842750520,"gmtModify":1704785087745,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$苹果(AAPL)$ 147买入","listText":"$苹果(AAPL)$ 147买入","text":"$苹果(AAPL)$ 147买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/365166","isVote":1,"tweetType":1,"viewCount":3640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345295,"gmtCreate":1543848399707,"gmtModify":1704782651525,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$AMD(AMD)$已突破回到财报前最低的22.75了","listText":"$AMD(AMD)$已突破回到财报前最低的22.75了","text":"$AMD(AMD)$已突破回到财报前最低的22.75了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345295","isVote":1,"tweetType":1,"viewCount":1258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332530,"gmtCreate":1542324121565,"gmtModify":1704781034059,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$按摩店(AMD)$ 因为关联交易AMD受到英伟达影响,但是AMD之前财报已经体现出加密货币不及预期,今晚开市一大概率迅速拉升。20.1加仓。","listText":"$按摩店(AMD)$ 因为关联交易AMD受到英伟达影响,但是AMD之前财报已经体现出加密货币不及预期,今晚开市一大概率迅速拉升。20.1加仓。","text":"$按摩店(AMD)$ 因为关联交易AMD受到英伟达影响,但是AMD之前财报已经体现出加密货币不及预期,今晚开市一大概率迅速拉升。20.1加仓。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332530","isVote":1,"tweetType":1,"viewCount":2931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331019,"gmtCreate":1542216007963,"gmtModify":1704780845866,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$按摩店(AMD)$ 真JB刺激😂🤣","listText":"$按摩店(AMD)$ 真JB刺激😂🤣","text":"$按摩店(AMD)$ 真JB刺激😂🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/331019","isVote":1,"tweetType":1,"viewCount":5370,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20727972514030","authorId":"20727972514030","authorIdStr":"20727972514030","name":"Tony特别帅","avatar":"https://static.tigerbbs.com/61f671464b0bc8103579e8d0e2197c48","crmLevel":1,"crmLevelSwitch":0},"content":"竟然还涨了挺多","text":"竟然还涨了挺多","html":"竟然还涨了挺多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314239,"gmtCreate":1540423336583,"gmtModify":1704778661295,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$AMD(AMD)$一觉醒来收益从300% 掉到不到150%了😂,根据去年尿性,到明年一季度财报都要🐻了。","listText":"$AMD(AMD)$一觉醒来收益从300% 掉到不到150%了😂,根据去年尿性,到明年一季度财报都要🐻了。","text":"$AMD(AMD)$一觉醒来收益从300% 掉到不到150%了😂,根据去年尿性,到明年一季度财报都要🐻了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/314239","isVote":1,"tweetType":1,"viewCount":3500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312709,"gmtCreate":1540305638291,"gmtModify":1704778471881,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$AMD(AMD)$今天表现相当不错,比大盘跌得还要","listText":"$AMD(AMD)$今天表现相当不错,比大盘跌得还要","text":"$AMD(AMD)$今天表现相当不错,比大盘跌得还要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/312709","isVote":1,"tweetType":1,"viewCount":2210,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3439261778985985","authorId":"3439261778985985","authorIdStr":"3439261778985985","name":"郑富富","avatar":"https://static.tigerbbs.com/ff20681c02c8476ad2f855fef827d8a4","crmLevel":3,"crmLevelSwitch":0},"content":"你还握着吗","text":"你还握着吗","html":"你还握着吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311306,"gmtCreate":1540213411400,"gmtModify":1704778292917,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$AMD(AMD)$ Intel取消10nm处理器。 https://semiaccurate.com/2018/10/22/intel-kills-off-the-10nm-process/","listText":"$AMD(AMD)$ Intel取消10nm处理器。 https://semiaccurate.com/2018/10/22/intel-kills-off-the-10nm-process/","text":"$AMD(AMD)$ Intel取消10nm处理器。 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06年3月13日拿到现在😂🤣","listText":"$AMD(AMD)$ 06年3月13日拿到现在😂🤣","text":"$AMD(AMD)$ 06年3月13日拿到现在😂🤣","images":[{"img":"https://static.tigerbbs.com/a34a6225e58b448877b6b018a12e940b"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":17,"commentSize":32,"repostSize":0,"link":"https://laohu8.com/post/288038","isVote":1,"tweetType":1,"viewCount":1776,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0},"content":"其实这个账户不是我的,发给大家图开心😁","text":"其实这个账户不是我的,发给大家图开心😁","html":"其实这个账户不是我的,发给大家图开心😁"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":279486,"gmtCreate":1537937066867,"gmtModify":1704774990163,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$蔚来汽车(NIO)$38号测评出来了,就一垃圾车垃圾公司。","listText":"$蔚来汽车(NIO)$38号测评出来了,就一垃圾车垃圾公司。","text":"$蔚来汽车(NIO)$38号测评出来了,就一垃圾车垃圾公司。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":20,"repostSize":0,"link":"https://laohu8.com/post/279486","isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499818968415936","authorId":"3499818968415936","authorIdStr":"3499818968415936","name":"lasky","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"一垃圾评测也值得说,黑了一大片车,收黑钱的","text":"一垃圾评测也值得说,黑了一大片车,收黑钱的","html":"一垃圾评测也值得说,黑了一大片车,收黑钱的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":277242,"gmtCreate":1537799092993,"gmtModify":1704774719684,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$AMD(AMD)$最近波动太小,期权都便宜了,卖了也赚不了几个钱","listText":"$AMD(AMD)$最近波动太小,期权都便宜了,卖了也赚不了几个钱","text":"$AMD(AMD)$最近波动太小,期权都便宜了,卖了也赚不了几个钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/277242","isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3451085056227954","authorId":"3451085056227954","authorIdStr":"3451085056227954","name":"hypnus","avatar":"https://static.tigerbbs.com/78cbbec78105b20744059f5753132eb8","crmLevel":1,"crmLevelSwitch":0},"content":"上周卖的,好像可以赚点利息。。","text":"上周卖的,好像可以赚点利息。。","html":"上周卖的,好像可以赚点利息。。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":275516,"gmtCreate":1537528593806,"gmtModify":1704774507734,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Helios 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大盘都跌1.1%了","images":[{"img":"https://static.tigerbbs.com/57c04774744e8ff46a2228ec407a8b78"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/269783","isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492859572419668","authorId":"3492859572419668","authorIdStr":"3492859572419668","name":"克总的呼唤","avatar":"https://static.tigerbbs.com/f72e8eefbedd1f7e8277685342938897","crmLevel":1,"crmLevelSwitch":0},"content":"跌了两个点我put竟然亏20%","text":"跌了两个点我put竟然亏20%","html":"跌了两个点我put竟然亏20%"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":268604,"gmtCreate":1536949753144,"gmtModify":1704773649545,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"中期看空英伟达,直到下一代产品问世","htmlText":"$英伟达(NVDA)$ 英伟达目前处在一个非常关键的时间点上。 先从起家的消费级显卡说起。 在这一代消费级显卡上首次加入了AI单元和RTX光线追踪单元。这样能不能成功?显然英伟达是在豪赌。赌得是其他公司无法提供相近性能的产品,然后通过这些特有架构发展生态圈,进而筑起护城河,将其他竞争者挡在外面。这样的策略能不能成功呢,难度非常大。 回归现实层面。这一代新的RTX系列显卡制程没有提升,也就是说,要保证显卡性能不输前代,并且还需要增加2个新模块,这样芯片的面积显著增大。带来的后果是是大die和低良品率,这就导致了最后的终端价格居高不下,2080Ti已卖到原来1080Ti价格的180%,系列其他产品也都大幅提价。高价格带来的是装机量低下,装机量低下势必导致游戏厂商不愿意为了一小撮用户消耗额外资源支持这些新特性。即使英伟达烧钱支持,也很难让厂商的游戏完全不兼容对手的产品。这就导致恶性循环,最后生态很难建立。更需要考虑的是,游戏世代的画面定义是来自主机,而下一时代主机基本确定采用AMD的Soc(7nm zen2 vega),英伟达产品的消费级主要阵地是PC游戏领域,而该领域很多游戏都来自主机平台移植。这样最终效果好坏实际是比拼图形通用计算能力而非特化计算能力。这一代2080ti算力为13Tflops,仅比上代产品高出不到25%。而AMD下一代7nm算力据推测为20.9Tflops。 再看看商用领域,英伟达发布会说提供了廉价图形和AI计算集群并自称价格很便宜,这一块蛋糕确实不小,但英伟达很难通吃。各家各自为战,自研ai计算芯片,包括特斯拉谷歌等。英特尔又传出研发GPU进一步分割市场。英伟达的软件生态不开源,而竞争对手AMD却提供了开源解决方案。而且厂商考虑到议价能力,也不会单买英伟达的产品,何况是产品通用性能并没有比对手好的情况。 相关新闻参考:英伟达如芒刺在背?BAT为啥都选择了AM","listText":"$英伟达(NVDA)$ 英伟达目前处在一个非常关键的时间点上。 先从起家的消费级显卡说起。 在这一代消费级显卡上首次加入了AI单元和RTX光线追踪单元。这样能不能成功?显然英伟达是在豪赌。赌得是其他公司无法提供相近性能的产品,然后通过这些特有架构发展生态圈,进而筑起护城河,将其他竞争者挡在外面。这样的策略能不能成功呢,难度非常大。 回归现实层面。这一代新的RTX系列显卡制程没有提升,也就是说,要保证显卡性能不输前代,并且还需要增加2个新模块,这样芯片的面积显著增大。带来的后果是是大die和低良品率,这就导致了最后的终端价格居高不下,2080Ti已卖到原来1080Ti价格的180%,系列其他产品也都大幅提价。高价格带来的是装机量低下,装机量低下势必导致游戏厂商不愿意为了一小撮用户消耗额外资源支持这些新特性。即使英伟达烧钱支持,也很难让厂商的游戏完全不兼容对手的产品。这就导致恶性循环,最后生态很难建立。更需要考虑的是,游戏世代的画面定义是来自主机,而下一时代主机基本确定采用AMD的Soc(7nm zen2 vega),英伟达产品的消费级主要阵地是PC游戏领域,而该领域很多游戏都来自主机平台移植。这样最终效果好坏实际是比拼图形通用计算能力而非特化计算能力。这一代2080ti算力为13Tflops,仅比上代产品高出不到25%。而AMD下一代7nm算力据推测为20.9Tflops。 再看看商用领域,英伟达发布会说提供了廉价图形和AI计算集群并自称价格很便宜,这一块蛋糕确实不小,但英伟达很难通吃。各家各自为战,自研ai计算芯片,包括特斯拉谷歌等。英特尔又传出研发GPU进一步分割市场。英伟达的软件生态不开源,而竞争对手AMD却提供了开源解决方案。而且厂商考虑到议价能力,也不会单买英伟达的产品,何况是产品通用性能并没有比对手好的情况。 相关新闻参考:英伟达如芒刺在背?BAT为啥都选择了AM","text":"$英伟达(NVDA)$ 英伟达目前处在一个非常关键的时间点上。 先从起家的消费级显卡说起。 在这一代消费级显卡上首次加入了AI单元和RTX光线追踪单元。这样能不能成功?显然英伟达是在豪赌。赌得是其他公司无法提供相近性能的产品,然后通过这些特有架构发展生态圈,进而筑起护城河,将其他竞争者挡在外面。这样的策略能不能成功呢,难度非常大。 回归现实层面。这一代新的RTX系列显卡制程没有提升,也就是说,要保证显卡性能不输前代,并且还需要增加2个新模块,这样芯片的面积显著增大。带来的后果是是大die和低良品率,这就导致了最后的终端价格居高不下,2080Ti已卖到原来1080Ti价格的180%,系列其他产品也都大幅提价。高价格带来的是装机量低下,装机量低下势必导致游戏厂商不愿意为了一小撮用户消耗额外资源支持这些新特性。即使英伟达烧钱支持,也很难让厂商的游戏完全不兼容对手的产品。这就导致恶性循环,最后生态很难建立。更需要考虑的是,游戏世代的画面定义是来自主机,而下一时代主机基本确定采用AMD的Soc(7nm zen2 vega),英伟达产品的消费级主要阵地是PC游戏领域,而该领域很多游戏都来自主机平台移植。这样最终效果好坏实际是比拼图形通用计算能力而非特化计算能力。这一代2080ti算力为13Tflops,仅比上代产品高出不到25%。而AMD下一代7nm算力据推测为20.9Tflops。 再看看商用领域,英伟达发布会说提供了廉价图形和AI计算集群并自称价格很便宜,这一块蛋糕确实不小,但英伟达很难通吃。各家各自为战,自研ai计算芯片,包括特斯拉谷歌等。英特尔又传出研发GPU进一步分割市场。英伟达的软件生态不开源,而竞争对手AMD却提供了开源解决方案。而且厂商考虑到议价能力,也不会单买英伟达的产品,何况是产品通用性能并没有比对手好的情况。 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06年3月13日拿到现在😂🤣","images":[{"img":"https://static.tigerbbs.com/a34a6225e58b448877b6b018a12e940b"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":17,"commentSize":32,"repostSize":0,"link":"https://laohu8.com/post/288038","isVote":1,"tweetType":1,"viewCount":1776,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0},"content":"其实这个账户不是我的,发给大家图开心😁","text":"其实这个账户不是我的,发给大家图开心😁","html":"其实这个账户不是我的,发给大家图开心😁"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":105999,"gmtCreate":1508943474930,"gmtModify":1704882640307,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$AMD(AMD)$ 大盘跳水了都跌不下去,大家都明白了吧。","listText":"$AMD(AMD)$ 大盘跳水了都跌不下去,大家都明白了吧。","text":"$AMD(AMD)$ 大盘跳水了都跌不下去,大家都明白了吧。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":33,"repostSize":0,"link":"https://laohu8.com/post/105999","isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3446158426289641","authorId":"3446158426289641","authorIdStr":"3446158426289641","name":"黑天鹅90度","avatar":"https://static.laohu8.com/23fdf51a514d478e43d83d182404967a","crmLevel":2,"crmLevelSwitch":0},"content":"估计会两天后涨到13然后跌到10快多","text":"估计会两天后涨到13然后跌到10快多","html":"估计会两天后涨到13然后跌到10快多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":69919,"gmtCreate":1498622429287,"gmtModify":1704878256953,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"最高售价1万元:AMD正式发布Radeo","htmlText":"$AMD(AMD)$ 6月28日消息 昨天有关于AMD 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Duo高出最多21%。而CF的效率可以达到惊人的91%。","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":21,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/69919","isVote":1,"tweetType":1,"viewCount":1579,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457580633941225","authorId":"3457580633941225","authorIdStr":"3457580633941225","name":"云天道长","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"双芯无悬念!大跌开始!","text":"双芯无悬念!大跌开始!","html":"双芯无悬念!大跌开始!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279486,"gmtCreate":1537937066867,"gmtModify":1704774990163,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$蔚来汽车(NIO)$38号测评出来了,就一垃圾车垃圾公司。","listText":"$蔚来汽车(NIO)$38号测评出来了,就一垃圾车垃圾公司。","text":"$蔚来汽车(NIO)$38号测评出来了,就一垃圾车垃圾公司。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":20,"repostSize":0,"link":"https://laohu8.com/post/279486","isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499818968415936","authorId":"3499818968415936","authorIdStr":"3499818968415936","name":"lasky","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"一垃圾评测也值得说,黑了一大片车,收黑钱的","text":"一垃圾评测也值得说,黑了一大片车,收黑钱的","html":"一垃圾评测也值得说,黑了一大片车,收黑钱的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":106519,"gmtCreate":1509025275072,"gmtModify":1704882704050,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$AMD(AMD)$ 24%大单买入,12%大单卖出,机构吸筹,散户割肉。","listText":"$AMD(AMD)$ 24%大单买入,12%大单卖出,机构吸筹,散户割肉。","text":"$AMD(AMD)$ 24%大单买入,12%大单卖出,机构吸筹,散户割肉。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":22,"repostSize":0,"link":"https://laohu8.com/post/106519","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"159689712573384","authorId":"159689712573384","authorIdStr":"159689712573384","name":"等一下好吗","avatar":"https://static.laohu8.com/8438c4860e43cf19ccfd458ad366a05f","crmLevel":2,"crmLevelSwitch":0},"content":"咋看出来的啦?介绍下 求 急死了","text":"咋看出来的啦?介绍下 求 急死了","html":"咋看出来的啦?介绍下 求 急死了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":75709,"gmtCreate":1500481656689,"gmtModify":1704878987089,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"简单计算AMD市值。","htmlText":"$AMD(AMD)$ 不看未来表现,就按当前资产进行简单计算。首先台积电市值1885亿刀,芯片产能为(以最近的资料)11.6%,也就是每1%份额为162.5亿刀。然后看看Intel的芯片产能为4.4%,市值715亿刀。因特尔市值1635亿刀,去除晶圆厂为920亿刀。因特尔cpu份额为按1季度80%算,AMD按20%算,则AMD的CPU部分市值约为230亿刀。显卡部分当然参照英伟达。考虑到AMD目前还炒作AI概念,因此参照的是去年英伟达的股价。按30刀一股算,则当时英伟达市值为180亿刀。使用2017年初市场份额计算,英伟达为75%,AMD25%,则AMD的GPU部分为60亿刀。合计290亿刀。考虑到AMD目前在亏损,所以适当降低一点市值,就250吧😄。$英特尔(INTC)$ $台积电(TSM)$ $英伟达(NVDA)$","listText":"$AMD(AMD)$ 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$英伟达(NVDA)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":4,"commentSize":20,"repostSize":0,"link":"https://laohu8.com/post/75709","isVote":1,"tweetType":1,"viewCount":7913,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3454583957618644","authorId":"3454583957618644","authorIdStr":"3454583957618644","name":"赔赔赔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"不能这么算,第一名相比第二名有垄断溢价,利润率完全不同","text":"不能这么算,第一名相比第二名有垄断溢价,利润率完全不同","html":"不能这么算,第一名相比第二名有垄断溢价,利润率完全不同"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":90575,"gmtCreate":1504025904933,"gmtModify":1704880781903,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$AMD(AMD)$ ,散户看来差不多要走光了,1点了还不到4换手率,想起上个月2小时10%的换手率。","listText":"$AMD(AMD)$ ,散户看来差不多要走光了,1点了还不到4换手率,想起上个月2小时10%的换手率。","text":"$AMD(AMD)$ ,散户看来差不多要走光了,1点了还不到4换手率,想起上个月2小时10%的换手率。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":19,"repostSize":0,"link":"https://laohu8.com/post/90575","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465431517609033","authorId":"3465431517609033","authorIdStr":"3465431517609033","name":"名侦探巴菲特","avatar":"https://static.tigerbbs.com/db276ba85a4522c13024de22b29a73fe","crmLevel":4,"crmLevelSwitch":0},"content":"觉得会跌到10么","text":"觉得会跌到10么","html":"觉得会跌到10么"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":74353,"gmtCreate":1500011490545,"gmtModify":1704878813261,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"正式公布了Ryzen Threadripper处理器","htmlText":"$Advanced Micro Devices Inc.(AMD)$ AMD官方公布Ryzen Threadripper处理器性能:暴打Intel Core i97月14日消息 昨天AMD正式公布了Ryzen Threadripper处理器,首发的将会是12核的1920X和16核旗舰1950X,预计8月上旬开卖。而现在AMD也公布了这两款处理器的跑分成绩,使用的是X86之中公认的CPU测试软件:CineBench R15。从AMD给出的CineBench R15来看,1920X的跑分为2431分,而1950X跑分为3062分,与之作对比的是,Intel Core i9-7900X的跑分为2167分。1920X的性能要比7900X领先12%,而1950X更是领先了41%,可以说呈碾压的趋势。至于价格的话,1920X售价799美元,1950X售价999美元,都要比7900X的999美元性价比来的高。","listText":"$Advanced Micro Devices Inc.(AMD)$ AMD官方公布Ryzen Threadripper处理器性能:暴打Intel Core i97月14日消息 昨天AMD正式公布了Ryzen Threadripper处理器,首发的将会是12核的1920X和16核旗舰1950X,预计8月上旬开卖。而现在AMD也公布了这两款处理器的跑分成绩,使用的是X86之中公认的CPU测试软件:CineBench R15。从AMD给出的CineBench R15来看,1920X的跑分为2431分,而1950X跑分为3062分,与之作对比的是,Intel Core i9-7900X的跑分为2167分。1920X的性能要比7900X领先12%,而1950X更是领先了41%,可以说呈碾压的趋势。至于价格的话,1920X售价799美元,1950X售价999美元,都要比7900X的999美元性价比来的高。","text":"$Advanced Micro Devices Inc.(AMD)$ AMD官方公布Ryzen Threadripper处理器性能:暴打Intel Core i97月14日消息 昨天AMD正式公布了Ryzen Threadripper处理器,首发的将会是12核的1920X和16核旗舰1950X,预计8月上旬开卖。而现在AMD也公布了这两款处理器的跑分成绩,使用的是X86之中公认的CPU测试软件:CineBench R15。从AMD给出的CineBench R15来看,1920X的跑分为2431分,而1950X跑分为3062分,与之作对比的是,Intel Core i9-7900X的跑分为2167分。1920X的性能要比7900X领先12%,而1950X更是领先了41%,可以说呈碾压的趋势。至于价格的话,1920X售价799美元,1950X售价999美元,都要比7900X的999美元性价比来的高。","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/74353","isVote":1,"tweetType":1,"viewCount":949,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457693762553934","authorId":"3457693762553934","authorIdStr":"3457693762553934","name":"核桃露之六个核桃","avatar":"https://static.laohu8.com/8b1bf22bde9fce607036494276fa5b98","crmLevel":1,"crmLevelSwitch":0},"content":"你是硬件大咖吗?工艺有差,能耗有差,图形处理有差,跑分高,这是一直以来的通病AMD","text":"你是硬件大咖吗?工艺有差,能耗有差,图形处理有差,跑分高,这是一直以来的通病AMD","html":"你是硬件大咖吗?工艺有差,能耗有差,图形处理有差,跑分高,这是一直以来的通病AMD"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":222662,"gmtCreate":1532017344457,"gmtModify":1704897262136,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$AMD(AMD)$ 不知不觉持有AMD头寸一年多了,当年一起买AMD的兄弟,现在还在不在? 持有AMD的日子里,学到了很多美股精髓的东西,很多是那些大盘股无法告诉你的东西。现在做股票也越来越稳,心态更是好到爆炸。而今年AMD更是让我收获(美金)颇丰,感谢AMD。","listText":"$AMD(AMD)$ 不知不觉持有AMD头寸一年多了,当年一起买AMD的兄弟,现在还在不在? 持有AMD的日子里,学到了很多美股精髓的东西,很多是那些大盘股无法告诉你的东西。现在做股票也越来越稳,心态更是好到爆炸。而今年AMD更是让我收获(美金)颇丰,感谢AMD。","text":"$AMD(AMD)$ 不知不觉持有AMD头寸一年多了,当年一起买AMD的兄弟,现在还在不在? 持有AMD的日子里,学到了很多美股精髓的东西,很多是那些大盘股无法告诉你的东西。现在做股票也越来越稳,心态更是好到爆炸。而今年AMD更是让我收获(美金)颇丰,感谢AMD。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":17,"repostSize":0,"link":"https://laohu8.com/post/222662","isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465431517609033","authorId":"3465431517609033","authorIdStr":"3465431517609033","name":"名侦探巴菲特","avatar":"https://static.tigerbbs.com/db276ba85a4522c13024de22b29a73fe","crmLevel":4,"crmLevelSwitch":0},"content":"一路补仓补下来说起来都是泪","text":"一路补仓补下来说起来都是泪","html":"一路补仓补下来说起来都是泪"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":140061,"gmtCreate":1515057471369,"gmtModify":1704886827347,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$AMD(AMD)$ $英特尔(INTC)$ 整理一下这次事件。 这次漏洞分为两个,分别是spectre和meltdown。 漏洞spectre1: Intel和AMD均受影响,Intel包括所有OS,AMD仅包括non-default内核设置的Linux,Intel目前不可修复,AMD有软件层修复,修复不影响性能。 漏洞spectre2: 仅Intel受到影响,包括所有OS,不可修复。 漏洞meltdown: 仅Intel受到影响,包括所有OS,可在软件层修复,修复将导致最多30%的性能损失。","listText":"$AMD(AMD)$ $英特尔(INTC)$ 整理一下这次事件。 这次漏洞分为两个,分别是spectre和meltdown。 漏洞spectre1: Intel和AMD均受影响,Intel包括所有OS,AMD仅包括non-default内核设置的Linux,Intel目前不可修复,AMD有软件层修复,修复不影响性能。 漏洞spectre2: 仅Intel受到影响,包括所有OS,不可修复。 漏洞meltdown: 仅Intel受到影响,包括所有OS,可在软件层修复,修复将导致最多30%的性能损失。","text":"$AMD(AMD)$ $英特尔(INTC)$ 整理一下这次事件。 这次漏洞分为两个,分别是spectre和meltdown。 漏洞spectre1: Intel和AMD均受影响,Intel包括所有OS,AMD仅包括non-default内核设置的Linux,Intel目前不可修复,AMD有软件层修复,修复不影响性能。 漏洞spectre2: 仅Intel受到影响,包括所有OS,不可修复。 漏洞meltdown: 仅Intel受到影响,包括所有OS,可在软件层修复,修复将导致最多30%的性能损失。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":3,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/140061","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3452226855594904","authorId":"3452226855594904","authorIdStr":"3452226855594904","name":"很溜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"老哥你是AMD多头吧😄","text":"老哥你是AMD多头吧😄","html":"老哥你是AMD多头吧😄"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":78194,"gmtCreate":1501164153284,"gmtModify":1704879283502,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$AMD(AMD)$ 今天刚好可以看看,新高以后的支撑位在哪。","listText":"$AMD(AMD)$ 今天刚好可以看看,新高以后的支撑位在哪。","text":"$AMD(AMD)$ 今天刚好可以看看,新高以后的支撑位在哪。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/78194","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3451085056227954","authorId":"3451085056227954","authorIdStr":"3451085056227954","name":"hypnus","avatar":"https://static.tigerbbs.com/78cbbec78105b20744059f5753132eb8","crmLevel":1,"crmLevelSwitch":0},"content":"支撑就是用来破的,我都不看这个。。主要看728市商想赚多少钱","text":"支撑就是用来破的,我都不看这个。。主要看728市商想赚多少钱","html":"支撑就是用来破的,我都不看这个。。主要看728市商想赚多少钱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":74746,"gmtCreate":1500281067886,"gmtModify":1704878864872,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"跌一点","htmlText":"$AMD(AMD)$ 跌一点吧让我补仓再涨啊😯","listText":"$AMD(AMD)$ 跌一点吧让我补仓再涨啊😯","text":"$AMD(AMD)$ 跌一点吧让我补仓再涨啊😯","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":17,"repostSize":0,"link":"https://laohu8.com/post/74746","isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457093568897777","authorId":"3457093568897777","authorIdStr":"3457093568897777","name":"黑羊","avatar":"https://static.laohu8.com/644b6d13261c1097ed32c16d268da1fb","crmLevel":2,"crmLevelSwitch":0},"content":"13.69已经建仓O(∩_∩)O","text":"13.69已经建仓O(∩_∩)O","html":"13.69已经建仓O(∩_∩)O"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268604,"gmtCreate":1536949753144,"gmtModify":1704773649545,"author":{"id":"3451648860565086","authorId":"3451648860565086","authorIdStr":"3451648860565086","name":"Danazy","avatar":"https://static.laohu8.com/f1e9f5ea43e4478e6a0e64aa387c4f3b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"中期看空英伟达,直到下一代产品问世","htmlText":"$英伟达(NVDA)$ 英伟达目前处在一个非常关键的时间点上。 先从起家的消费级显卡说起。 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回归现实层面。这一代新的RTX系列显卡制程没有提升,也就是说,要保证显卡性能不输前代,并且还需要增加2个新模块,这样芯片的面积显著增大。带来的后果是是大die和低良品率,这就导致了最后的终端价格居高不下,2080Ti已卖到原来1080Ti价格的180%,系列其他产品也都大幅提价。高价格带来的是装机量低下,装机量低下势必导致游戏厂商不愿意为了一小撮用户消耗额外资源支持这些新特性。即使英伟达烧钱支持,也很难让厂商的游戏完全不兼容对手的产品。这就导致恶性循环,最后生态很难建立。更需要考虑的是,游戏世代的画面定义是来自主机,而下一时代主机基本确定采用AMD的Soc(7nm zen2 vega),英伟达产品的消费级主要阵地是PC游戏领域,而该领域很多游戏都来自主机平台移植。这样最终效果好坏实际是比拼图形通用计算能力而非特化计算能力。这一代2080ti算力为13Tflops,仅比上代产品高出不到25%。而AMD下一代7nm算力据推测为20.9Tflops。 再看看商用领域,英伟达发布会说提供了廉价图形和AI计算集群并自称价格很便宜,这一块蛋糕确实不小,但英伟达很难通吃。各家各自为战,自研ai计算芯片,包括特斯拉谷歌等。英特尔又传出研发GPU进一步分割市场。英伟达的软件生态不开源,而竞争对手AMD却提供了开源解决方案。而且厂商考虑到议价能力,也不会单买英伟达的产品,何况是产品通用性能并没有比对手好的情况。 相关新闻参考:英伟达如芒刺在背?BAT为啥都选择了AM","text":"$英伟达(NVDA)$ 英伟达目前处在一个非常关键的时间点上。 先从起家的消费级显卡说起。 在这一代消费级显卡上首次加入了AI单元和RTX光线追踪单元。这样能不能成功?显然英伟达是在豪赌。赌得是其他公司无法提供相近性能的产品,然后通过这些特有架构发展生态圈,进而筑起护城河,将其他竞争者挡在外面。这样的策略能不能成功呢,难度非常大。 回归现实层面。这一代新的RTX系列显卡制程没有提升,也就是说,要保证显卡性能不输前代,并且还需要增加2个新模块,这样芯片的面积显著增大。带来的后果是是大die和低良品率,这就导致了最后的终端价格居高不下,2080Ti已卖到原来1080Ti价格的180%,系列其他产品也都大幅提价。高价格带来的是装机量低下,装机量低下势必导致游戏厂商不愿意为了一小撮用户消耗额外资源支持这些新特性。即使英伟达烧钱支持,也很难让厂商的游戏完全不兼容对手的产品。这就导致恶性循环,最后生态很难建立。更需要考虑的是,游戏世代的画面定义是来自主机,而下一时代主机基本确定采用AMD的Soc(7nm zen2 vega),英伟达产品的消费级主要阵地是PC游戏领域,而该领域很多游戏都来自主机平台移植。这样最终效果好坏实际是比拼图形通用计算能力而非特化计算能力。这一代2080ti算力为13Tflops,仅比上代产品高出不到25%。而AMD下一代7nm算力据推测为20.9Tflops。 再看看商用领域,英伟达发布会说提供了廉价图形和AI计算集群并自称价格很便宜,这一块蛋糕确实不小,但英伟达很难通吃。各家各自为战,自研ai计算芯片,包括特斯拉谷歌等。英特尔又传出研发GPU进一步分割市场。英伟达的软件生态不开源,而竞争对手AMD却提供了开源解决方案。而且厂商考虑到议价能力,也不会单买英伟达的产品,何况是产品通用性能并没有比对手好的情况。 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