买股票的打铁匠
02-26
这业绩放博通身上起码涨20个点,市场对博通无限宽容,对英伟达无比苛刻。博通那业绩我都看不出亮点在哪,英伟达要是公布博通的业绩,AI直接结束。
$英伟达(NVDA)$
英伟达GTC大会将至!提前部署哪些板块?
下周的英伟达GTC大会(2026年3月16日至19日)以及美国光纤通信展览会及研讨会(OFC)(2026年3月15日至19日),成为投资者们关注热点。黄仁勋将于当地时间3月16日上午11时发表主题演讲。此外,英伟达发力智能体,开源模型Nemotron 3 Super参数1200亿,吞吐量提升五倍。黄仁勋罕见发文:AI是这个重塑世界的重要力量,是电力、互联网一样的基础设施。【芯片、存储、光纤板块……大家看好哪些板块的部署机会?英伟达能否大涨?
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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我要做镰刀
02-26
我要做镰刀
确实是
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