黄仁勋：存储器厂产能扩多少，英伟达就会用多少
老虎资讯综合
03-09 13:19
据媒体报道，
英伟达
CEO黄仁勋表示，内存供给短缺，对英伟达是极好的消息，可以让客户直接选择性能最强的解决方案。他还表示，
存储器厂产能扩多少，英伟达就会用多少。
免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。
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华尔街色狼
03:49
华尔街色狼
为了股价什么话都敢说，ai大概率会崩一次。和互联网一样，未来五年再慢慢上行
Mediator
03-09 14:46
Mediator
本来现在AI天价基建就正在被质疑，市场正在重估，还喊什么内存涨价反而是好事，不是蠢就是坏，黄仁勋大概率是后者，第二个马斯克罢了，两个都不笨，单纯就是为了自己的利益最大化，靠一张嘴疯狂乱吹。 内存大幅涨价，英伟达要么压缩利润，要么跟着涨价，压缩利润直接影响自己的财报，如果在这种总预算已经被质疑的时候涨价，自己需求下滑也是大概率事件。其次，如果跟进涨价，将严重影响中游基建商的算力计划及其总预算，要么继续追加总预算，要么砍算力计划，无论怎么选都会让ROI大幅下滑，追加总预算后果自然不必再讲，风险敞口会进一步加大，如果砍算力计划，则会引起算力进一步紧缺，AI下游的进展将会成本上升且被迟滞，最终影响AI全链的总体估值，两边无论怎么选，被质疑的声音将会加倍放大，进一步引起重估。
Mediator
03-09 13:25
Mediator
着急了，开始胡言乱语了
爱吃柚子
03-09 13:21
爱吃柚子
说说你对这篇新闻的看法...
什么也没有了～
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charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>黄仁勋：存储器厂产能扩多少，英伟达就会用多少</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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