$英伟达(NVDA)_老虎社区_美港股上老虎

楠竹先生
02-21

$英伟达(NVDA)$ 这样的巨头公司被炒到90倍pe，开年一个半月从400多涨到700多，这是非常典型的陷入疯狂的信号，这种大涨无论如何也不可能持续下去，整个AI至今除了英伟达卖GPU赚钱以外，还没有任何一家公司赚钱，包括openAI，统统都在巨额亏钱，这种情况如果得不到逆转，那AI的商业价值就会被证伪，已经投建的算力基础设施就会出现过剩，到时候必然造成GPU价格的崩盘，雪崩时没有一片雪花是无辜的，出来混终究是要还的，这个巨大的泡沫一定会破灭，所以赶紧空起来！

# 周一反弹超4%！英伟达各位回本了吗？

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神魔一线
·02-21
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微软利润上升的啊
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- 神魔一线回复楠竹先生:
  云计算收入难道不是ai催生的嘛？
  04-19
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- MMSimona回复楠竹先生:
  你详细说一下
  02-21
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- 楠竹先生:
  上升不是openAI带来的，看财报要仔细
  02-21
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火火先生
·02-21
得跌到550，如果在上涨形成大泡沫，得跌70％
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- 东莞烧鸟仙人:
  跌倒150
  02-21
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楠竹先生
·02-21
多年来我一直是英伟达的铁杆粉丝，但是今天我强烈看空！
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Mediator
·02-21
本来五百就该停了的，后面都是不理性的疯狂
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