即使不考虑大模型的算_老虎社区_美港股上老虎 - 老虎社区

躺平躺到地狱了

即使不考虑大模型的算力需求，这些公司在物理基础设施领域依然处于垄断或领先地位。像NVIDIA (英伟达) & AMD这些, 除了 AI，它们控制着全球高性能游戏 GPU 市场和数据中心 CPU/GPU 的底层架构。

美元指数震荡上行！美股后市将如何演绎？

Anthropic新工具掀软件股抛售，美股科技板块、尤其是软件股，遭遇去年4月以来最惨抛售。科技七姐妹大跌1.5%，英伟达一度跌5%。【当前你有何投资策略？】

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

HunterGame
01-21
HunterGame
英伟达AMD双雄，游戏数据中心通吃！

发表看法

1

3

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":523923436516088,"tweetId":"523923436516088","gmtCreate":1768937594620,"gmtModify":1768937598420,"author":{"id":3463057643110414,"idStr":"3463057643110414","authorId":3463057643110414,"authorIdStr":"3463057643110414","name":"躺平躺到地狱了","avatar":"https://static.tigerbbs.com/a5631398706333ec0e71a2194d3b45cc","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"99ab5418acee46419c22b9c7ac12257b-1","templateUuid":"99ab5418acee46419c22b9c7ac12257b","name":"月度最佳创作者","description":"每月精华帖数量及质量位于社区TOP3的创作者","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.05","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.02","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":6805,"starInvestorFlag":false},"themes":[{"themeId":"fb0b8a84b3ed43f49e4a9bb328a89463","categoryId":"954722eadb8644018a4a5056fc8176eb","name":"美元指数震荡上行！美股后市将如何演绎？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":fb0b8a84b3ed43f49e4a9bb328a89463}&rnconfig={\"headerBarHidden\": true}","description":"Anthropic新工具掀软件股抛售，美股科技板块、尤其是软件股，遭遇去年4月以来最惨抛售。科技七姐妹大跌1.5%，英伟达一度跌5%。【当前你有何投资策略？】","image":"https://static.tigerbbs.com/8acef5151539d2ccaf851aabab65dd19"}],"images":[],"coverImages":[],"html":"<html><head></head><body>即使不考虑大模型的算力需求，这些公司在物理基础设施领域依然处于垄断或领先地位。像NVIDIA (英伟达) &amp; AMD这些, 除了 AI，它们控制着全球高性能游戏 GPU 市场和数据中心 CPU/GPU 的底层架构。\n<br>\n<br></body></html>","htmlText":"<html><head></head><body>即使不考虑大模型的算力需求，这些公司在物理基础设施领域依然处于垄断或领先地位。像NVIDIA (英伟达) &amp; AMD这些, 除了 AI，它们控制着全球高性能游戏 GPU 市场和数据中心 CPU/GPU 的底层架构。\n<br>\n<br></body></html>","text":"即使不考虑大模型的算力需求，这些公司在物理基础设施领域依然处于垄断或领先地位。像NVIDIA (英伟达) & AMD这些, 除了 AI，它们控制着全球高性能游戏 GPU 市场和数据中心 CPU/GPU 的底层架构。","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/523923436516088","repostId":0,"isVote":1,"tweetType":1,"viewCount":3102,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":167,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":523930347114648,"commentId":"523930347114648","gmtCreate":1768939361579,"gmtModify":1769005604086,"authorId":3479274783770040,"author":{"id":3479274783770040,"idStr":"3479274783770040","authorId":3479274783770040,"name":"HunterGame","avatar":"https://static.laohu8.com/picture122","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":523923436516088,"objectIdStr":"523923436516088","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"英伟达AMD双雄，游戏数据中心通吃！","text":"英伟达AMD双雄，游戏数据中心通吃！","html":"英伟达AMD双雄，游戏数据中心通吃！","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/523923436516088"}