名义上来讲，英伟达是_老虎社区_美港股上老虎

谦虚谨慎不骄不躁
06-12

名义上来讲，英伟达是存在护城河。但GPU开发没那么难，与其花几百亿美金买英伟达的GPU，不如花100亿美金培养一个替代供应商或者自己来做。这是正常的商业逻辑。思科的路由器门槛非常高，需要适配的协议非常庞杂。

# 周一反弹超4%！英伟达各位回本了吗？

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