【达摩达兰选择卖出：_老虎社区_美港股上老虎

小虎AV
2023-07-07

【达摩达兰选择卖出：万亿美元市值的英伟达估值“见顶”了？】达摩达兰发布最新视频称自己从2017年以来一直在投资英伟达和微软，近期在重新对英伟达做了一次全面的估值后，他选择了卖出。达摩达兰对人工智能公司进行了划分，其指出，人工智能硬件本身几乎没有价值，除非它与可以利用这种计算能力的软件配对。他认为英伟达本质上是一家硬件公司，在向其他公司销售芯片时面临着天然的限制，其他“万亿美元俱乐部”的成员拥有更广泛的产品和几种赚钱的方式。 $英伟达(NVDA)$ $微软(MSFT)$

# 万亿英伟达VS十三连涨特斯拉，谁更值得买？

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以肉克刚
·2023-07-08
如果英伟达倒了，那么整个半导体板块都会倒
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杜向峰
·2023-07-08
见顶没有不知道，但是短线肯定有风险
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灯塔国02
·2023-07-08
我觉得英伟达的营销做的不比技术差
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银河小铁骑00
·2023-07-08
确实，英伟达本质上是一家硬件公司
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宝宝金水_
·2023-07-08
手中有微软的股票，这就是我的态度
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阿寻
·2023-07-08
观点有点激进，不过说的也不无道理
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