$英伟达(NVDA)_老虎社区_美港股上老虎 - 老虎社区

$英伟达(NVDA)$ openai推出jalapeno处理器了，秒杀gb300，明天财报后无论涨跌，最后100%跌。

修改于：08-26

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

NickShen
08-29 00:17
NickShen
$英伟达(NVDA)$ 很多小白以为revenue涨就不算泡沫，完全不知道revenue也完全可能是泡沫，这次财报虽然revenue涨了很多，但很多客户的付款周期明显开始变长了，完全数个值得警惕的信号。而且目前英伟达很多revenue是靠着自己借钱给自己的客户来买自己的gpu，这不就是庞氏骗局吗。
- 好麻烦:
  200是大底
起飞。
08-26
起飞。
OpenAI 那个芯片和英伟达的是互补的

发表看法

3

1

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":600675688886768,"tweetId":"600675688886768","gmtCreate":1787686322699,"gmtModify":1787686486311,"gmtUserModify":1787686484611,"author":{"id":3499885061189529,"idStr":"3499885061189529","authorId":3499885061189529,"authorIdStr":"3499885061189529","name":"NickShen","avatar":"https://static.tigerbbs.com/c149d41125f32be9a2c3e52aaad7db12","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":85,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> openai推出jalapeno处理器了，秒杀gb300，明天财报后 无论涨跌，最后100%跌。</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> openai推出jalapeno处理器了，秒杀gb300，明天财报后 无论涨跌，最后100%跌。</p></body></html>","text":"$英伟达(NVDA)$ openai推出jalapeno处理器了，秒杀gb300，明天财报后 无论涨跌，最后100%跌。","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":1,"favoriteSize":0,"link":"https://laohu8.com/post/600675688886768","repostId":0,"isVote":1,"tweetType":1,"viewCount":1437,"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":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":81,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":601689284830608,"commentId":"601689284830608","gmtCreate":1787933855558,"gmtModify":1787933859445,"authorId":3499885061189529,"author":{"id":3499885061189529,"idStr":"3499885061189529","authorId":3499885061189529,"name":"NickShen","avatar":"https://static.tigerbbs.com/c149d41125f32be9a2c3e52aaad7db12","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":600675688886768,"objectIdStr":"600675688886768","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 很多小白以为revenue涨就不算泡沫，完全不知道revenue也完全可能是泡沫，这次财报虽然revenue涨了很多，但很多客户的付款周期明显开始变长了，完全数个值得警惕的信号。而且目前英伟达很多revenue是靠着自己借钱给自己的客户来买自己的gpu，这不就是庞氏骗局吗。</p>","text":"<p><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 很多小白以为revenue涨就不算泡沫，完全不知道revenue也完全可能是泡沫，这次财报虽然revenue涨了很多，但很多客户的付款周期明显开始变长了，完全数个值得警惕的信号。而且目前英伟达很多revenue是靠着自己借钱给自己的客户来买自己的gpu，这不就是庞氏骗局吗。</p>","html":"<p><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 很多小白以为revenue涨就不算泡沫，完全不知道revenue也完全可能是泡沫，这次财报虽然revenue涨了很多，但很多客户的付款周期明显开始变长了，完全数个值得警惕的信号。而且目前英伟达很多revenue是靠着自己借钱给自己的客户来买自己的gpu，这不就是庞氏骗局吗。</p>","likeSize":0,"commentSize":1,"subComments":[{"id":601707337212920,"commentId":"601707337212920","gmtCreate":1787938258635,"gmtModify":1787938263842,"authorId":3509486622393381,"author":{"id":3509486622393381,"idStr":"3509486622393381","authorId":3509486622393381,"name":"好麻烦","avatar":"https://static.tigerbbs.com/433884406cb36de99af5c674431ac5af","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":600675688886768,"objectIdStr":"600675688886768","type":1,"supId":601689284830608,"supIdStr":"601689284830608","prevId":0,"prevIdStr":"0","content":"200是大底","text":"200是大底","html":"200是大底","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":600722629931352,"commentId":"600722629931352","gmtCreate":1787690442257,"gmtModify":1787690447658,"authorId":4203320963071362,"author":{"id":4203320963071362,"idStr":"4203320963071362","authorId":4203320963071362,"name":"起飞。","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":600675688886768,"objectIdStr":"600675688886768","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"OpenAI 那个芯片和英伟达的是互补的","text":"OpenAI 那个芯片和英伟达的是互补的","html":"OpenAI 那个芯片和英伟达的是互补的","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/600675688886768"}