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不负责正确只负责赚钱
03-13

$英伟达(NVDA)$ 昨天股价高潮，一堆在底下冷嘲热讽的，很多人一点都不遵循事物发展规律，涨了开始有信仰，不逆向思考，这也是股市盈利的本质来源。$苹果(AAPL)$ $特斯拉(TSLA)$ $超微电脑(SMCI)$ $Coinbase Global, Inc.(COIN)$

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想要减肥的西门
·03-13
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其实你的逻辑很成问题，既然你觉得目前的英伟达的股价已经price in了人们对于ai的预期，那么它都涨了这么久了，你为什么觉得现在这个时刻就是完全price in的时刻呢？为什么之前人们没有fully price in？

还有算力的问题，在训练领域，现在没有公司能对英伟达构成威胁，英伟达的优势并不在硬件，而是cuda为基础的软硬结合能力。当然任何技术都是可以被追赶的，但是目前这个护城河短期内看不到任何有利的竞争者。

amd这些公司唯一能构成威胁的，是在inference领域，但是上一季财报披露目前40%数据中心的收入是来自推理，也就是说英伟达在这个领域也进步神速。
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- 不负责正确只负责赚钱回复想要减肥的西门:
  well..股价说话...
  03-15
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- 想要减肥的西门回复我是张东升:
  和他没办法讨论，没逻辑，更多的是情绪
  03-14
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- 不负责正确只负责赚钱回复我是张东升:
  特斯拉行情我参与过，目前特斯拉的自动驾驶是否实现了呢？英伟达是科技领域的制造公司，就像特斯拉是汽车行业的科技公司，陈述应该这样陈述。
  03-14
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火火兔爸
·03-13
扯，因为日本央行
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木匠精神买股
·03-13
👏
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