操刀鬼的个人主页 - 老虎社区

操刀鬼

操刀鬼

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03-08

Replying to @三藏大法师:这真的有可能，目前的形势，撑不起英伟达的市值//@三藏大法师:悄悄告诉你，NVDA肯定跌破100，就在下周二

03-02

接着吹

02-28

还叫不叫

@穷不达:$英伟达(NVDA)$ 老鹰捉小鸡让我看看👀今晚达子捉的是哪只小鸡 [开心]

02-27

继续画饼，大家还是想清楚英伟达的芯片卖给谁，这个问题想清楚了再说

02-26

Replying to @条绒裤:睡觉吧，梦里啥都能回升//@条绒裤:达子财报应该不会差，毕竟当前 AI算力仍然是需求量大的，竞争对手还没成长起来，但增速可能会有所下降，毕竟前期各大厂已经买了很多。所以风险仍在于各个券商的预期是否会很高，猜个止跌，温和回升吧

02-13

Replying to @世纪聿裼:明显是击鼓传花，还上涨波段呢//@世纪聿裼:市场机会，很多，英伟达，开启新的上涨波段，，，，预计会到144

02-07

确实，他们以为英伟达能提供算力卡，实际上英伟达并没有任何芯片生产的能力，最出色的cuda护城河被干碎后，未来将会有多方加入，瓜分算力市场，特别是川普一系列禁售

02-06

说白了，以后英伟达只能在本土卖，大家问一下deepseek自己，他能用其他芯片训练不能，就知道英伟达以后有多惨

02-04

那你可就错了，以前是大家不得不买英伟达做人工智能，现在是，买什么芯片都可以做人工智能，完全不是一个概念，以后世界对芯片的需求肯定会增加，但是英伟达不再是唯一选择，因为deepseek绕过了英伟达的cuda编程，可以适配任何一款gpu

02-04

$英伟达(NVDA)$ 说白了，大家都没搞明白英伟达的市值是怎么来的，简而言之，以前英伟达市值是建立在cuda编程语言对人工智能的垄断地位，以前没听过其他芯片可以做人工智能的，当deepseek绕过cuda的那一刻，已经宣告英伟达再也无法翻身了，星际之门计划泡汤、对华禁售，deepseek适配华为升腾、摩尔线程、AMD。每件事对这个芯片设计公司都是噩耗，而且未来openAI生死难料，在座的各位还打算慢加仓？我的预估英伟达市值最终会跌到2w以下，各位拭目以待

02-04

你还没看明白英伟达市值是怎么涨跌的

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 老鹰捉小鸡 让我看看👀今晚达子捉的是哪只小鸡 [开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 老鹰捉小鸡 让我看看👀今晚达子捉的是哪只小鸡 [开心]&nbsp;&nbsp;","text":"$英伟达(NVDA)$ 老鹰捉小鸡 让我看看👀今晚达子捉的是哪只小鸡 [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407824698958176","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408086214714024,"gmtCreate":1740651806823,"gmtModify":1740701403896,"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201740931853640","idStr":"4201740931853640"},"themes":[],"htmlText":"继续画饼，大家还是想清楚英伟达的芯片卖给谁，这个问题想清楚了再说","listText":"继续画饼，大家还是想清楚英伟达的芯片卖给谁，这个问题想清楚了再说","text":"继续画饼，大家还是想清楚英伟达的芯片卖给谁，这个问题想清楚了再说","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/408086214714024","isVote":1,"tweetType":1,"viewCount":3938,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494552475753513","authorId":"3494552475753513","name":"kutulu619","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3494552475753513","idStr":"3494552475753513"},"content":"卖给中国，我公司就又囤了一批H100,还是跟其他大公司凑的单。对，中国是不能直接卖，别忘了有第三方渠道，加价生意火的很。","text":"卖给中国，我公司就又囤了一批H100,还是跟其他大公司凑的单。对，中国是不能直接卖，别忘了有第三方渠道，加价生意火的很。","html":"卖给中国，我公司就又囤了一批H100,还是跟其他大公司凑的单。对，中国是不能直接卖，别忘了有第三方渠道，加价生意火的很。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407710295433344,"gmtCreate":1740553555821,"gmtModify":1740553558490,"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201740931853640","idStr":"4201740931853640"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3473560437130771\">@条绒裤</a>:睡觉吧，梦里啥都能回升//<a href=\"https://laohu8.com/U/3473560437130771\">@条绒裤</a>:达子财报应该不会差，毕竟当前 AI算力仍然是需求量大的，竞争对手还没成长起来，但增速可能会有所下降，毕竟前期各大厂已经买了很多。所以风险仍在于各个券商的预期是否会很高，猜个止跌，温和回升吧","listText":"Replying to <a href=\"https://laohu8.com/U/3473560437130771\">@条绒裤</a>:睡觉吧，梦里啥都能回升//<a href=\"https://laohu8.com/U/3473560437130771\">@条绒裤</a>:达子财报应该不会差，毕竟当前 AI算力仍然是需求量大的，竞争对手还没成长起来，但增速可能会有所下降，毕竟前期各大厂已经买了很多。所以风险仍在于各个券商的预期是否会很高，猜个止跌，温和回升吧","text":"Replying to @条绒裤:睡觉吧，梦里啥都能回升//@条绒裤:达子财报应该不会差，毕竟当前 AI算力仍然是需求量大的，竞争对手还没成长起来，但增速可能会有所下降，毕竟前期各大厂已经买了很多。所以风险仍在于各个券商的预期是否会很高，猜个止跌，温和回升吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/407710295433344","isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402901050614208,"gmtCreate":1739383320716,"gmtModify":1739383323591,"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201740931853640","idStr":"4201740931853640"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4199243185317832\">@世纪聿裼</a>:明显是击鼓传花，还上涨波段呢//<a href=\"https://laohu8.com/U/4199243185317832\">@世纪聿裼</a>:市场机会，很多，英伟达，开启新的上涨波段，，，，预计会到144","listText":"Replying to <a href=\"https://laohu8.com/U/4199243185317832\">@世纪聿裼</a>:明显是击鼓传花，还上涨波段呢//<a href=\"https://laohu8.com/U/4199243185317832\">@世纪聿裼</a>:市场机会，很多，英伟达，开启新的上涨波段，，，，预计会到144","text":"Replying to @世纪聿裼:明显是击鼓传花，还上涨波段呢//@世纪聿裼:市场机会，很多，英伟达，开启新的上涨波段，，，，预计会到144","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/402901050614208","isVote":1,"tweetType":1,"viewCount":1006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401100237230448,"gmtCreate":1738932241735,"gmtModify":1738932244284,"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201740931853640","idStr":"4201740931853640"},"themes":[],"htmlText":"确实，他们以为英伟达能提供算力卡，实际上英伟达并没有任何芯片生产的能力，最出色的cuda护城河被干碎后，未来将会有多方加入，瓜分算力市场，特别是川普一系列禁售","listText":"确实，他们以为英伟达能提供算力卡，实际上英伟达并没有任何芯片生产的能力，最出色的cuda护城河被干碎后，未来将会有多方加入，瓜分算力市场，特别是川普一系列禁售","text":"确实，他们以为英伟达能提供算力卡，实际上英伟达并没有任何芯片生产的能力，最出色的cuda护城河被干碎后，未来将会有多方加入，瓜分算力市场，特别是川普一系列禁售","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/401100237230448","isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400752325321040,"gmtCreate":1738847466309,"gmtModify":1738848923774,"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201740931853640","idStr":"4201740931853640"},"themes":[],"htmlText":"说白了，以后英伟达只能在本土卖，大家问一下deepseek自己，他能用其他芯片训练不能，就知道英伟达以后有多惨","listText":"说白了，以后英伟达只能在本土卖，大家问一下deepseek自己，他能用其他芯片训练不能，就知道英伟达以后有多惨","text":"说白了，以后英伟达只能在本土卖，大家问一下deepseek自己，他能用其他芯片训练不能，就知道英伟达以后有多惨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/400752325321040","isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576578468192440","authorId":"3576578468192440","name":"哈士基_4420","avatar":"https://static.tigerbbs.com/7a59bc1ae7ef0082b69eee807d53d9ae","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3576578468192440","idStr":"3576578468192440"},"content":"deepseek自己回答","text":"deepseek自己回答","html":"deepseek自己回答"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399920623829392,"gmtCreate":1738659155250,"gmtModify":1738696202824,"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201740931853640","idStr":"4201740931853640"},"themes":[],"htmlText":"那你可就错了，以前是大家不得不买英伟达做人工智能，现在是，买什么芯片都可以做人工智能，完全不是一个概念，以后世界对芯片的需求肯定会增加，但是英伟达不再是唯一选择，因为deepseek绕过了英伟达的cuda编程，可以适配任何一款gpu","listText":"那你可就错了，以前是大家不得不买英伟达做人工智能，现在是，买什么芯片都可以做人工智能，完全不是一个概念，以后世界对芯片的需求肯定会增加，但是英伟达不再是唯一选择，因为deepseek绕过了英伟达的cuda编程，可以适配任何一款gpu","text":"那你可就错了，以前是大家不得不买英伟达做人工智能，现在是，买什么芯片都可以做人工智能，完全不是一个概念，以后世界对芯片的需求肯定会增加，但是英伟达不再是唯一选择，因为deepseek绕过了英伟达的cuda编程，可以适配任何一款gpu","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":50,"repostSize":0,"link":"https://laohu8.com/post/399920623829392","isVote":1,"tweetType":1,"viewCount":6915,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4198307434040962","authorId":"4198307434040962","name":"Ai_predictor test","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4198307434040962","idStr":"4198307434040962"},"content":"Big teams can adapt, what about small developers? What about open source projects? There is no need for you to adapt to CUDA projects in China. How many developers in China are willing to adapt to other projects for others for free? Inevitably, unless you want to be completely decoupled","text":"Big teams can adapt, what about small developers? What about open source projects? There is no need for you to adapt to CUDA projects in China. How many developers in China are willing to adapt to other projects for others for free? Inevitably, unless you want to be completely decoupled","html":"Big teams can adapt, what about small developers? What about open source projects? There is no need for you to adapt to CUDA projects in China. How many developers in China are willing to adapt to other projects for others for free? Inevitably, unless you want to be completely decoupled"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399837247107744,"gmtCreate":1738639100971,"gmtModify":1738640412325,"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201740931853640","idStr":"4201740931853640"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 说白了，大家都没搞明白英伟达的市值是怎么来的，简而言之，以前英伟达市值是建立在cuda编程语言对人工智能的垄断地位，以前没听过其他芯片可以做人工智能的，当deepseek绕过cuda的那一刻，已经宣告英伟达再也无法翻身了，星际之门计划泡汤、对华禁售，deepseek适配华为升腾、摩尔线程、AMD。每件事对这个芯片设计公司都是噩耗，而且未来openAI生死难料，在座的各位还打算慢加仓？我的预估英伟达市值最终会跌到2w以下，各位拭目以待","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 说白了，大家都没搞明白英伟达的市值是怎么来的，简而言之，以前英伟达市值是建立在cuda编程语言对人工智能的垄断地位，以前没听过其他芯片可以做人工智能的，当deepseek绕过cuda的那一刻，已经宣告英伟达再也无法翻身了，星际之门计划泡汤、对华禁售，deepseek适配华为升腾、摩尔线程、AMD。每件事对这个芯片设计公司都是噩耗，而且未来openAI生死难料，在座的各位还打算慢加仓？我的预估英伟达市值最终会跌到2w以下，各位拭目以待","text":"$英伟达(NVDA)$ 说白了，大家都没搞明白英伟达的市值是怎么来的，简而言之，以前英伟达市值是建立在cuda编程语言对人工智能的垄断地位，以前没听过其他芯片可以做人工智能的，当deepseek绕过cuda的那一刻，已经宣告英伟达再也无法翻身了，星际之门计划泡汤、对华禁售，deepseek适配华为升腾、摩尔线程、AMD。每件事对这个芯片设计公司都是噩耗，而且未来openAI生死难料，在座的各位还打算慢加仓？我的预估英伟达市值最终会跌到2w以下，各位拭目以待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/399837247107744","isVote":1,"tweetType":1,"viewCount":5611,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"content":"华为早已经开发出鸿蒙系统电脑和手机，他威胁到了微软和谷歌吗？弯道超车根本不存在，你让他们超一下特斯拉和波音试一试。","text":"华为早已经开发出鸿蒙系统电脑和手机，他威胁到了微软和谷歌吗？弯道超车根本不存在，你让他们超一下特斯拉和波音试一试。","html":"华为早已经开发出鸿蒙系统电脑和手机，他威胁到了微软和谷歌吗？弯道超车根本不存在，你让他们超一下特斯拉和波音试一试。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399835161919904,"gmtCreate":1738638513550,"gmtModify":1738640399871,"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201740931853640","idStr":"4201740931853640"},"themes":[],"htmlText":"你还没看明白英伟达市值是怎么涨跌的","listText":"你还没看明白英伟达市值是怎么涨跌的","text":"你还没看明白英伟达市值是怎么涨跌的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399835161919904","isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":399920623829392,"gmtCreate":1738659155250,"gmtModify":1738696202824,"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201740931853640","authorIdStr":"4201740931853640"},"themes":[],"htmlText":"那你可就错了，以前是大家不得不买英伟达做人工智能，现在是，买什么芯片都可以做人工智能，完全不是一个概念，以后世界对芯片的需求肯定会增加，但是英伟达不再是唯一选择，因为deepseek绕过了英伟达的cuda编程，可以适配任何一款gpu","listText":"那你可就错了，以前是大家不得不买英伟达做人工智能，现在是，买什么芯片都可以做人工智能，完全不是一个概念，以后世界对芯片的需求肯定会增加，但是英伟达不再是唯一选择，因为deepseek绕过了英伟达的cuda编程，可以适配任何一款gpu","text":"那你可就错了，以前是大家不得不买英伟达做人工智能，现在是，买什么芯片都可以做人工智能，完全不是一个概念，以后世界对芯片的需求肯定会增加，但是英伟达不再是唯一选择，因为deepseek绕过了英伟达的cuda编程，可以适配任何一款gpu","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":50,"repostSize":0,"link":"https://laohu8.com/post/399920623829392","isVote":1,"tweetType":1,"viewCount":6915,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4198307434040962","authorId":"4198307434040962","name":"Ai_predictor test","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4198307434040962","authorIdStr":"4198307434040962"},"content":"Big teams can adapt, what about small developers? What about open source projects? There is no need for you to adapt to CUDA projects in China. How many developers in China are willing to adapt to other projects for others for free? Inevitably, unless you want to be completely decoupled","text":"Big teams can adapt, what about small developers? What about open source projects? There is no need for you to adapt to CUDA projects in China. How many developers in China are willing to adapt to other projects for others for free? Inevitably, unless you want to be completely decoupled","html":"Big teams can adapt, what about small developers? What about open source projects? There is no need for you to adapt to CUDA projects in China. How many developers in China are willing to adapt to other projects for others for free? Inevitably, unless you want to be completely decoupled"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400752325321040,"gmtCreate":1738847466309,"gmtModify":1738848923774,"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201740931853640","authorIdStr":"4201740931853640"},"themes":[],"htmlText":"说白了，以后英伟达只能在本土卖，大家问一下deepseek自己，他能用其他芯片训练不能，就知道英伟达以后有多惨","listText":"说白了，以后英伟达只能在本土卖，大家问一下deepseek自己，他能用其他芯片训练不能，就知道英伟达以后有多惨","text":"说白了，以后英伟达只能在本土卖，大家问一下deepseek自己，他能用其他芯片训练不能，就知道英伟达以后有多惨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/400752325321040","isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576578468192440","authorId":"3576578468192440","name":"哈士基_4420","avatar":"https://static.tigerbbs.com/7a59bc1ae7ef0082b69eee807d53d9ae","crmLevel":7,"crmLevelSwitch":0,"idStr":"3576578468192440","authorIdStr":"3576578468192440"},"content":"deepseek自己回答","text":"deepseek自己回答","html":"deepseek自己回答"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410951408361696,"gmtCreate":1741363569201,"gmtModify":1741363571800,"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201740931853640","authorIdStr":"4201740931853640"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/10000000000010490\">@三藏大法师</a>:这真的有可能，目前的形势，撑不起英伟达的市值//<a href=\"https://laohu8.com/U/10000000000010490\">@三藏大法师</a>:悄悄告诉你，NVDA肯定跌破100，就在下周二","listText":"Replying to <a href=\"https://laohu8.com/U/10000000000010490\">@三藏大法师</a>:这真的有可能，目前的形势，撑不起英伟达的市值//<a href=\"https://laohu8.com/U/10000000000010490\">@三藏大法师</a>:悄悄告诉你，NVDA肯定跌破100，就在下周二","text":"Replying to @三藏大法师:这真的有可能，目前的形势，撑不起英伟达的市值//@三藏大法师:悄悄告诉你，NVDA肯定跌破100，就在下周二","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/410951408361696","isVote":1,"tweetType":1,"viewCount":1182,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580106986186914","authorId":"3580106986186914","name":"Enndm_","avatar":"https://static.tigerbbs.com/2918527ef8b7e0bfccea56c4ae9f0d7f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3580106986186914","authorIdStr":"3580106986186914"},"content":"跌破了100？哦原来是你在做梦啊，要不要再给你两周时间醒一醒？","text":"跌破了100？哦原来是你在做梦啊，要不要再给你两周时间醒一醒？","html":"跌破了100？哦原来是你在做梦啊，要不要再给你两周时间醒一醒？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399837247107744,"gmtCreate":1738639100971,"gmtModify":1738640412325,"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201740931853640","authorIdStr":"4201740931853640"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 说白了，大家都没搞明白英伟达的市值是怎么来的，简而言之，以前英伟达市值是建立在cuda编程语言对人工智能的垄断地位，以前没听过其他芯片可以做人工智能的，当deepseek绕过cuda的那一刻，已经宣告英伟达再也无法翻身了，星际之门计划泡汤、对华禁售，deepseek适配华为升腾、摩尔线程、AMD。每件事对这个芯片设计公司都是噩耗，而且未来openAI生死难料，在座的各位还打算慢加仓？我的预估英伟达市值最终会跌到2w以下，各位拭目以待","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 说白了，大家都没搞明白英伟达的市值是怎么来的，简而言之，以前英伟达市值是建立在cuda编程语言对人工智能的垄断地位，以前没听过其他芯片可以做人工智能的，当deepseek绕过cuda的那一刻，已经宣告英伟达再也无法翻身了，星际之门计划泡汤、对华禁售，deepseek适配华为升腾、摩尔线程、AMD。每件事对这个芯片设计公司都是噩耗，而且未来openAI生死难料，在座的各位还打算慢加仓？我的预估英伟达市值最终会跌到2w以下，各位拭目以待","text":"$英伟达(NVDA)$ 说白了，大家都没搞明白英伟达的市值是怎么来的，简而言之，以前英伟达市值是建立在cuda编程语言对人工智能的垄断地位，以前没听过其他芯片可以做人工智能的，当deepseek绕过cuda的那一刻，已经宣告英伟达再也无法翻身了，星际之门计划泡汤、对华禁售，deepseek适配华为升腾、摩尔线程、AMD。每件事对这个芯片设计公司都是噩耗，而且未来openAI生死难料，在座的各位还打算慢加仓？我的预估英伟达市值最终会跌到2w以下，各位拭目以待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/399837247107744","isVote":1,"tweetType":1,"viewCount":5611,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"content":"华为早已经开发出鸿蒙系统电脑和手机，他威胁到了微软和谷歌吗？弯道超车根本不存在，你让他们超一下特斯拉和波音试一试。","text":"华为早已经开发出鸿蒙系统电脑和手机，他威胁到了微软和谷歌吗？弯道超车根本不存在，你让他们超一下特斯拉和波音试一试。","html":"华为早已经开发出鸿蒙系统电脑和手机，他威胁到了微软和谷歌吗？弯道超车根本不存在，你让他们超一下特斯拉和波音试一试。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402901050614208,"gmtCreate":1739383320716,"gmtModify":1739383323591,"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201740931853640","authorIdStr":"4201740931853640"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4199243185317832\">@世纪聿裼</a>:明显是击鼓传花，还上涨波段呢//<a href=\"https://laohu8.com/U/4199243185317832\">@世纪聿裼</a>:市场机会，很多，英伟达，开启新的上涨波段，，，，预计会到144","listText":"Replying to <a href=\"https://laohu8.com/U/4199243185317832\">@世纪聿裼</a>:明显是击鼓传花，还上涨波段呢//<a href=\"https://laohu8.com/U/4199243185317832\">@世纪聿裼</a>:市场机会，很多，英伟达，开启新的上涨波段，，，，预计会到144","text":"Replying to @世纪聿裼:明显是击鼓传花，还上涨波段呢//@世纪聿裼:市场机会，很多，英伟达，开启新的上涨波段，，，，预计会到144","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/402901050614208","isVote":1,"tweetType":1,"viewCount":1006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401100237230448,"gmtCreate":1738932241735,"gmtModify":1738932244284,"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201740931853640","authorIdStr":"4201740931853640"},"themes":[],"htmlText":"确实，他们以为英伟达能提供算力卡，实际上英伟达并没有任何芯片生产的能力，最出色的cuda护城河被干碎后，未来将会有多方加入，瓜分算力市场，特别是川普一系列禁售","listText":"确实，他们以为英伟达能提供算力卡，实际上英伟达并没有任何芯片生产的能力，最出色的cuda护城河被干碎后，未来将会有多方加入，瓜分算力市场，特别是川普一系列禁售","text":"确实，他们以为英伟达能提供算力卡，实际上英伟达并没有任何芯片生产的能力，最出色的cuda护城河被干碎后，未来将会有多方加入，瓜分算力市场，特别是川普一系列禁售","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/401100237230448","isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408086214714024,"gmtCreate":1740651806823,"gmtModify":1740701403896,"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201740931853640","authorIdStr":"4201740931853640"},"themes":[],"htmlText":"继续画饼，大家还是想清楚英伟达的芯片卖给谁，这个问题想清楚了再说","listText":"继续画饼，大家还是想清楚英伟达的芯片卖给谁，这个问题想清楚了再说","text":"继续画饼，大家还是想清楚英伟达的芯片卖给谁，这个问题想清楚了再说","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/408086214714024","isVote":1,"tweetType":1,"viewCount":3938,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494552475753513","authorId":"3494552475753513","name":"kutulu619","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3494552475753513","authorIdStr":"3494552475753513"},"content":"卖给中国，我公司就又囤了一批H100,还是跟其他大公司凑的单。对，中国是不能直接卖，别忘了有第三方渠道，加价生意火的很。","text":"卖给中国，我公司就又囤了一批H100,还是跟其他大公司凑的单。对，中国是不能直接卖，别忘了有第三方渠道，加价生意火的很。","html":"卖给中国，我公司就又囤了一批H100,还是跟其他大公司凑的单。对，中国是不能直接卖，别忘了有第三方渠道，加价生意火的很。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407710295433344,"gmtCreate":1740553555821,"gmtModify":1740553558490,"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201740931853640","authorIdStr":"4201740931853640"},"themes":[],"htmlText":"Replying 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