$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$如果AI的发展要长期以目前英伟达这样高利润高价格的IC为核心的话，AI的瓶颈马上就要到来。我认为未来解决这个瓶颈还是需要中国企业，把训练干到白菜价，这样才能真正意义的发展AI应用。

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。

推荐
最新

五撇须
·02-24
全部盈利大头都被英伟达台积电阿斯麦美光三星博通这些卖铲子赚走了，剩下毛线给AI公司盈利空间，竞争又那么激烈，用户又不是傻子
回复
点赞
举报
阿肉
·02-24
别搞笑了如果你说的没错半导体行业早就没了
回复
点赞
举报

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":535892669735032,"tweetId":"535892669735032","gmtCreate":1771853510533,"gmtModify":1771853512912,"author":{"id":9000000000000217,"idStr":"9000000000000217","authorId":9000000000000217,"authorIdStr":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":58,"starInvestorFlag":false},"themes":[{"themeId":"d98164d9770540ec973bb78206f14852","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"英伟达20亿入股MRVL！看好两家股价涨势吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d98164d9770540ec973bb78206f14852}&rnconfig={\"headerBarHidden\": true}","description":"$英伟达 (NVDA.US)$ 宣布向 $迈威尔科技 (MRVL.US)$ 投资20亿美元，将其纳入自身AI基础设施生态体系。受此影响，英伟达大涨近6%，MRVL大涨近13%。两家建立深度战略合作，通过NVLink Fusion将Marvell接入英伟达的AI工厂及AI-RAN生态系统。【从芯片到网络的全面整合，能否推动英伟达&MRVL后续涨势？你看好这两家公司吗？】","image":"https://static.tigerbbs.com/5653e73ec4fa402720012859a146719e"}],"images":[],"coverImages":[],"html":"<html><head></head><body><a data-mention-id=\"NVDA\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"英伟达\" target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>如果AI的发展要长期以目前英伟达这样高利润高价格的IC为核心的话，AI的瓶颈马上就要到来。我认为未来解决这个瓶颈还是需要中国企业，把训练干到白菜价，这样才能真正意义的发展AI应用。</body></html>","htmlText":"<html><head></head><body><a data-mention-id=\"NVDA\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"英伟达\" target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>如果AI的发展要长期以目前英伟达这样高利润高价格的IC为核心的话，AI的瓶颈马上就要到来。我认为未来解决这个瓶颈还是需要中国企业，把训练干到白菜价，这样才能真正意义的发展AI应用。</body></html>","text":"$英伟达(NVDA)$如果AI的发展要长期以目前英伟达这样高利润高价格的IC为核心的话，AI的瓶颈马上就要到来。我认为未来解决这个瓶颈还是需要中国企业，把训练干到白菜价，这样才能真正意义的发展AI应用。","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"favoriteSize":0,"link":"https://laohu8.com/post/535892669735032","repostId":0,"isVote":1,"tweetType":1,"viewCount":2772,"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":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":181,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":536175571562736,"commentId":"536175571562736","gmtCreate":1771879181062,"gmtModify":1771898451418,"authorId":3450061884314599,"author":{"id":3450061884314599,"idStr":"3450061884314599","authorId":3450061884314599,"name":"五撇须","avatar":"https://static.tigerbbs.com/b54c88afdc73085ffe810fdd03c5b90a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":535892669735032,"objectIdStr":"535892669735032","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"全部盈利大头都被英伟达台积电阿斯麦美光三星博通这些卖铲子赚走了，剩下毛线给AI公司盈利空间，竞争又那么激烈，用户又不是傻子","text":"全部盈利大头都被英伟达台积电阿斯麦美光三星博通这些卖铲子赚走了，剩下毛线给AI公司盈利空间，竞争又那么激烈，用户又不是傻子","html":"全部盈利大头都被英伟达台积电阿斯麦美光三星博通这些卖铲子赚走了，剩下毛线给AI公司盈利空间，竞争又那么激烈，用户又不是傻子","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":536106466993600,"commentId":"536106466993600","gmtCreate":1771904453339,"gmtModify":1771904458200,"authorId":3575261823915715,"author":{"id":3575261823915715,"idStr":"3575261823915715","authorId":3575261823915715,"name":"阿肉","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":535892669735032,"objectIdStr":"535892669735032","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"别搞笑了 如果你说的没错 半导体行业早就没了","text":"别搞笑了 如果你说的没错 半导体行业早就没了","html":"别搞笑了 如果你说的没错 半导体行业早就没了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}

评论（2）

热议股票