$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$使用英伟达训练模型比谷歌tpu贵那么多，这场大模型的战争还怎么打下去？英伟达还能好吗

美国时间12月8日下午，美国总统特朗普在自己打造的社媒平台Truth Social上发帖，称在确保美国国家安全的前提下，将“允许 $英伟达 (NVDA.US)$ 向中国及其他国家的合格客户交付其H200芯片产品”。不过，被允许出口的芯片不会包含英伟达更领先的Blackwell和即将面世的Rubin芯片，此外英伟达需将销售所得收益的25%支付给美国政府。【H200解禁，长期来看是利好吗？大家觉得现在是上车时机吗？】

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":504645616345264,"tweetId":"504645616345264","gmtCreate":1764222520638,"gmtModify":1764222523332,"author":{"id":10000000000010512,"idStr":"10000000000010512","authorId":10000000000010512,"authorIdStr":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","vip":8,"userType":8,"introduction":".","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":44,"starInvestorFlag":false},"themes":[{"themeId":"d98164d9770540ec973bb78206f14852","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"英伟达H200解禁！上车时机到了？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d98164d9770540ec973bb78206f14852}&rnconfig={\"headerBarHidden\": true}","description":"美国时间12月8日下午，美国总统特朗普在自己打造的社媒平台Truth Social上发帖，称在确保美国国家安全的前提下，将“允许 $英伟达 (NVDA.US)$ 向中国及其他国家的合格客户交付其H200芯片产品”。不过，被允许出口的芯片不会包含英伟达更领先的Blackwell和即将面世的Rubin芯片，此外英伟达需将销售所得收益的25%支付给美国政府。【H200解禁，长期来看是利好吗？大家觉得现在是上车时机吗？】","image":"https://static.tigerbbs.com/5653e73ec4fa402720012859a146719e"}],"images":[],"coverImages":[],"html":"<html><head></head><body> <a data-mention-id=\"NVDA\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"英伟达\" target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>使用英伟达训练模型比谷歌tpu贵那么多，这场大模型的战争还怎么打下去？英伟达还能好吗</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"NVDA\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"英伟达\" target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>使用英伟达训练模型比谷歌tpu贵那么多，这场大模型的战争还怎么打下去？英伟达还能好吗</body></html>","text":"$英伟达(NVDA)$使用英伟达训练模型比谷歌tpu贵那么多，这场大模型的战争还怎么打下去？英伟达还能好吗","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/504645616345264","repostId":0,"isVote":1,"tweetType":1,"viewCount":644,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":93,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/504645616345264"}