爱达荷土豆
2025-02-27
Replying to
@丸子帅爸
:还有人觉得deepseek会造成算力投资下降，这么多公司加大投入看不到吗？[捂脸]现在只是ai发展初级阶段，未来的算力需求会是现在的百万千万倍。文章里担心的是英伟达长期的护城河，这都看不明白就买标普吧//
@丸子帅爸
:deepseek出来已经很多大厂都暂缓了算力投资的加码，并进行观望。英伟达依然事一个令人敬佩的优秀公司，但期销量的增速大概率要下滑，估值也要重新评估，目前来看，观望比盲目抄底更理性。重新投资英伟达需要一个新的增长逻辑。
英伟达$170保卫战！这次多少价位加仓？
鲍威尔重磅讲话前，三大美股指本周首度集体收跌，标普五连跌，和纳指齐创两周新低。英伟达连跌三日，消息面上据称据英伟达下令暂停H20芯片生产。【下周三英伟达财报，绩前开启$170保卫战，大家是离场or坚守？这次跌到多少你会考虑加仓？】
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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