现在肯定是谷歌啦，英_老虎社区_美港股上老虎 - 老虎社区

聪明的婧池

现在肯定是谷歌啦，英伟达已经太高了，黄仁勋自己都减持了

英伟达vs谷歌！12月市场情绪会倾向于哪边？

甲骨文等再贷380亿美元，“OpenAI链”数据中心圈子累计负债已达1000亿美元。11月，英伟达累计跌12%，甲骨文累计跌23%，而“AI新王”谷歌累涨超14%。【算力虽然没有来到“零和”的阶段，但“GPU vs TPU”的市场分歧还是很大。大家觉得12月，市场情绪会回到“英伟达链”吗？现在两边，你的操作策略是？】

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精彩评论

博諺國際控股
11-24
博諺國際控股
按你的说法选择英特尔才是正确的
Liang0020
11-24
Liang0020
谷歌估值确实更合理，英伟达回调风险大啊

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