彭博太牛了，每个散户_老虎社区_美港股上老虎 - 老虎社区

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价值投资为王
08-06 13:51

彭博太牛了，每个散户都该拥有啊！这个软件里有GPU租赁价格指数，比如Silicon Data H100 Rental Index，用来衡量 $英伟达(NVDA)$ H100显卡在算力租赁市场上的价格，单位是美元/GPU/小时，最新的数据是2.72美元，2年来较高水平，显示今年AI算力需求不仅没有退烧，而且越来越紧绷，要知道，H100可是英伟达2022年9月才量产上市的产品，已经属于GPU里的古董了！

所以，最近存储芯片和半导体股价大跌，并不是行业基本面触顶回落，纯粹是杀估值，这也是为啥今年暴涨的 $SK海力士(SKHY)$ $闪迪(SNDK)$ 开始大跌，而调整了近1年的英伟达又重拾升势！

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。

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酒吧里喝饮料的boy11
·08-06 18:14
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彭博没找到啊 [流泪]
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- 价值投资为王:
  我截图里有代码
  08-06 23:08
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2567啊
·08-06 15:10
什么软件？
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- 价值投资为王:
  彭博
  08-06 23:08
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