楠竹先生
02-21
$英伟达(NVDA)$
这样的巨头公司被炒到90倍pe，开年一个半月从400多涨到700多，这是非常典型的陷入疯狂的信号，这种大涨无论如何也不可能持续下去，整个AI至今除了英伟达卖GPU赚钱以外，还没有任何一家公司赚钱，包括openAI，统统都在巨额亏钱，这种情况如果得不到逆转，那AI的商业价值就会被证伪，已经投建的算力基础设施就会出现过剩，到时候必然造成GPU价格的崩盘，雪崩时没有一片雪花是无辜的，出来混终究是要还的，这个巨大的泡沫一定会破灭，所以赶紧空起来！
英伟达重返$900！财报前的上车机会？
周一，科技股力挺美股上涨，英伟达收涨近4%，领涨科技巨头，股价重返900，【英伟达还会跌下来吗？现在是否是财报前最后一次上车机会？】
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。
分享至
微信
复制链接
精彩评论
神魔一线
02-21
神魔一线
微软利润上升的啊
神魔一线
回复
楠竹先生
:
云计算收入难道不是ai催生的嘛？
MMSimona
回复
楠竹先生
:
你详细说一下
楠竹先生
:
上升不是openAI带来的，看财报要仔细
火火先生
02-21
火火先生
得跌到550，如果在上涨形成大泡沫，得跌70％
狗一样的东哥
:
跌倒150
楠竹先生
02-21
楠竹先生
多年来我一直是英伟达的铁杆粉丝，但是今天我强烈看空！
Mediator
02-21
Mediator
本来五百就该停了的，后面都是不理性的疯狂
查看全部8条评论
APP内打开
发表看法
8
3
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":276131027439856,"tweetId":"276131027439856","gmtCreate":1708444930701,"gmtModify":1708508540788,"author":{"id":3472539425201372,"authorId":3472539425201372,"authorIdStr":"3472539425201372","name":"楠竹先生","avatar":"https://static.tigerbbs.com/55d25305d2d90bf70f5bd39edd845328","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[{"themeId":"e6c3b9d055e246edb3c48a9d63d9e0ac","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"英伟达重返$900！财报前的上车机会？","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":e6c3b9d055e246edb3c48a9d63d9e0ac}&rnconfig={\"headerBarHidden\": true}","description":"周一，科技股力挺美股上涨，英伟达收涨近4%，领涨科技巨头，股价重返900，【英伟达还会跌下来吗？现在是否是财报前最后一次上车机会？】","image":"https://static.tigerbbs.com/f40d4c9ce2b914622d5bc108dd736592"}],"images":[],"coverImages":[],"html":"<html><head></head><body><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 这样的巨头公司被炒到90倍pe，开年一个半月从400多涨到700多，这是非常典型的陷入疯狂的信号，这种大涨无论如何也不可能持续下去，整个AI至今除了英伟达卖GPU赚钱以外，还没有任何一家公司赚钱，包括openAI，统统都在巨额亏钱，这种情况如果得不到逆转，那AI的商业价值就会被证伪，已经投建的算力基础设施就会出现过剩，到时候必然造成GPU价格的崩盘，雪崩时没有一片雪花是无辜的，出来混终究是要还的，这个巨大的泡沫一定会破灭，所以赶紧空起来！</body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 这样的巨头公司被炒到90倍pe，开年一个半月从400多涨到700多，这是非常典型的陷入疯狂的信号，这种大涨无论如何也不可能持续下去，整个AI至今除了英伟达卖GPU赚钱以外，还没有任何一家公司赚钱，包括openAI，统统都在巨额亏钱，这种情况如果得不到逆转，那AI的商业价值就会被证伪，已经投建的算力基础设施就会出现过剩，到时候必然造成GPU价格的崩盘，雪崩时没有一片雪花是无辜的，出来混终究是要还的，这个巨大的泡沫一定会破灭，所以赶紧空起来！</body></html>","text":"$英伟达(NVDA)$ 这样的巨头公司被炒到90倍pe，开年一个半月从400多涨到700多，这是非常典型的陷入疯狂的信号，这种大涨无论如何也不可能持续下去，整个AI至今除了英伟达卖GPU赚钱以外，还没有任何一家公司赚钱，包括openAI，统统都在巨额亏钱，这种情况如果得不到逆转，那AI的商业价值就会被证伪，已经投建的算力基础设施就会出现过剩，到时候必然造成GPU价格的崩盘，雪崩时没有一片雪花是无辜的，出来混终究是要还的，这个巨大的泡沫一定会破灭，所以赶紧空起来！","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/276131027439856","repostId":0,"isVote":1,"tweetType":1,"viewCount":6852,"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":false,"upFlag":false,"length":414,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":276233299435784,"gmtCreate":1708469894282,"gmtModify":1708469897958,"authorId":3465647488121089,"author":{"id":3465647488121089,"authorId":3465647488121089,"name":"神魔一线","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":276131027439856,"type":1,"supId":0,"prevId":0,"content":"微软利润上升的啊","text":"微软利润上升的啊","html":"微软利润上升的啊","likeSize":0,"commentSize":3,"subComments":[{"id":296745054478344,"gmtCreate":1713485220728,"gmtModify":1713485224505,"authorId":3465647488121089,"author":{"id":3465647488121089,"authorId":3465647488121089,"name":"神魔一线","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3472539425201372,"repliedAuthor":{"id":3472539425201372,"authorId":3472539425201372,"name":"楠竹先生","avatar":"https://static.tigerbbs.com/55d25305d2d90bf70f5bd39edd845328","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":276131027439856,"type":1,"supId":276233299435784,"prevId":276260060598584,"content":"云计算收入难道不是ai催生的嘛？","text":"云计算收入难道不是ai催生的嘛？","html":"云计算收入难道不是ai催生的嘛？"},{"id":276271814762712,"gmtCreate":1708479301584,"gmtModify":1708479305202,"authorId":3568881705284127,"author":{"id":3568881705284127,"authorId":3568881705284127,"name":"MMSimona","avatar":"https://static.tigerbbs.com/84863575ef7ab84a3f4f2460f5f82f91","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3472539425201372,"repliedAuthor":{"id":3472539425201372,"authorId":3472539425201372,"name":"楠竹先生","avatar":"https://static.tigerbbs.com/55d25305d2d90bf70f5bd39edd845328","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":276131027439856,"type":1,"supId":276233299435784,"prevId":276260060598584,"content":"你详细说一下","text":"你详细说一下","html":"你详细说一下"},{"id":276260060598584,"gmtCreate":1708476525383,"gmtModify":1708476529172,"authorId":3472539425201372,"author":{"id":3472539425201372,"authorId":3472539425201372,"name":"楠竹先生","avatar":"https://static.tigerbbs.com/55d25305d2d90bf70f5bd39edd845328","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":276131027439856,"type":1,"supId":276233299435784,"prevId":0,"content":"上升不是openAI带来的，看财报要仔细","text":"上升不是openAI带来的，看财报要仔细","html":"上升不是openAI带来的，看财报要仔细"}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0},{"id":276211451772968,"gmtCreate":1708485878316,"gmtModify":1708485882118,"authorId":3573325047854143,"author":{"id":3573325047854143,"authorId":3573325047854143,"name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":276131027439856,"type":1,"supId":0,"prevId":0,"content":"得跌到550，如果在上涨形成大泡沫，得跌70％","text":"得跌到550，如果在上涨形成大泡沫，得跌70％","html":"得跌到550，如果在上涨形成大泡沫，得跌70％","likeSize":0,"commentSize":1,"subComments":[{"id":276337174593768,"gmtCreate":1708495335295,"gmtModify":1708499734039,"authorId":3569968827736584,"author":{"id":3569968827736584,"authorId":3569968827736584,"name":"狗一样的东哥","avatar":"https://static.tigerbbs.com/efab18c85c3be5514993af138c3a4f31","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":276131027439856,"type":1,"supId":276211451772968,"prevId":0,"content":"跌倒150","text":"跌倒150","html":"跌倒150"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":276148658397304,"gmtCreate":1708449229569,"gmtModify":1708449233292,"authorId":3472539425201372,"author":{"id":3472539425201372,"authorId":3472539425201372,"name":"楠竹先生","avatar":"https://static.tigerbbs.com/55d25305d2d90bf70f5bd39edd845328","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":276131027439856,"type":1,"supId":0,"prevId":0,"content":"多年来我一直是英伟达的铁杆粉丝，但是今天我强烈看空！","text":"多年来我一直是英伟达的铁杆粉丝，但是今天我强烈看空！","html":"多年来我一直是英伟达的铁杆粉丝，但是今天我强烈看空！","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":276243742064768,"gmtCreate":1708472574786,"gmtModify":1708472578629,"authorId":3498680662745699,"author":{"id":3498680662745699,"authorId":3498680662745699,"name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/e1c01e958f63198f5d9648b59135f687","crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":276131027439856,"type":1,"supId":0,"prevId":0,"content":"本来五百就该停了的，后面都是不理性的疯狂","text":"本来五百就该停了的，后面都是不理性的疯狂","html":"本来五百就该停了的，后面都是不理性的疯狂","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/276131027439856"}
精彩评论