股海巡道
2025-02-27
$英伟达(NVDA)$
这次财报好像有点不同。之前的财报是历史高点。这次我们是从横盘整理后走出来，还有很大的上涨空间。除了关税不确定因素压制了股价，其他都是好消息。
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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操刀鬼
2025-02-27
操刀鬼
确实是好消息，不过我想问一下你们这些看多的人，英伟达的芯片2025年打算卖给谁？
操刀鬼
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马虎恶魔号
:
别给我整什么推理卡算力卡，我建议你直接问deepseek，你知道的所有芯片，包括零几年的树莓派芯片，有一个算一个，能不能拿来训练deepseek，只要有算力都可以拿来训练deepseek，只是要做一下适配，你不用麻烦了，我已经问过了，你不信的话，可以自己去问问，一切非英伟达芯片，都可以部署+训练deepseek，但是因为代码库每个芯片都不一样，所以不同芯片deepseek的训练和部署，需要做适配而已
操刀鬼
回复
马虎恶魔号
:
嘴硬没用，股票走势可不看谁的嘴更硬，英伟达还得跌，看着吧，上个财报覆盖了2024年的12月份，乘上了星际之门还没塌的红利，就这条件下，财报数据都这么尬，好好想想下个季度财报怎么应付吧，举目全球，英伟达的芯片叫不出来一个像样的客户，产品未来卖给谁都不知道，你还搁这嘴硬，行吧，既然你不想回答我芯片卖给谁的问题，咱们继续往下看
操刀鬼
回复
马虎恶魔号
:
现在是互联网时代，单卡跑满血ds怎么了？你是不会搜索吗？搜一下很难？你连部署ds的原理都不知道，还在这嘴硬？你以为没拿升腾训练？升腾+deepseek早就完成了国内Ai闭环，你自己去搜啊，让你搜，你是听不懂人话吗？
马虎恶魔号
回复
操刀鬼
:
我真的好奇，单卡能跑ds还是本地部署？那你先告诉我推理跟运算这两个的区别好不好？合着你的意思升腾910真的能比h100要好吗？那为什么不拿升腾去训练
操刀鬼
回复
马虎恶魔号
:
别杠，开盘了，自己去看数据
全部21条回复
JQCapital
2025-02-28
JQCapital
关键没有可替代性，还没有能跟英伟达抗衡的，谷歌的量子芯片又没有达到商用级，中国也没有。暂时英伟达还是龙头，短期调整，长期还是看涨。
石头9586
2025-02-28
石头9586
也会卖给大陆，只是版本不一样罢了
操刀鬼
:
看看股票吧，别做梦了，阉割版H20在大陆总销量才100亿美元(自己去搜)，按照毛利70%，利润70亿全加在你3.1万亿市值上，你告诉我股票能涨多少？醒醒吧
kutulu619
2025-02-28
kutulu619
卖给一带一路国家，再运到中国
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