$英伟达(NVDA)_老虎社区_美港股上老虎 - 老虎社区

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小希_8484
01-26

$英伟达(NVDA)$ 可替代性太高，当前股价虚高

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AsyncMan
·01-26
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big7 里微软，google，亚马逊，特斯拉都有自己的芯片了，苹果是造硬件的不需要，只剩下 meta 自己没有了
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- 雁门关向东二万五千里:
  特斯拉，微软也可以买AMD的，钱干嘛要让英伟达一个赚。
  01-26
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Tensorflow
·01-26
抱歉，没有可替代英伟达的公司
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一只没有耳朵一只没有尾巴
·01-27
目前可替代性为0
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