特斯拉自动驾驶最大的_老虎社区_美港股上老虎

2025-10-29

特斯拉自动驾驶最大的竞争对手居然是英伟达。造车的生意太苦逼了，英伟达卖GPU简直是暴利，切入其他行业简直是降维打击。万物皆可AI。

1月14日，美国商务部下属工业和安全局（BIS）修改出口管制条例，将高性能芯片的出口限制放宽，其中包括总处理性能（TPP）低于21000，总DRAM带宽低于6500GB/s等，为$英伟达 (NVDA.US)$H200、AMD MI325X等产品的出口在法律上打开了空间。【英伟达两连阳，大家看好英伟达后续涨势吗？现在是否是上车好时机？】

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