$英伟达 (NVDA.US)$ 最近这几天有人被淹没了吗？
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$英伟达 (NVDA.US)$ 非常罕见的流入……
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你在担心什么呢
$英伟达 (NVDA.US)$ 我很久之前就已经说过。股价已经达到了峰值。还有人在呼唤170、200 等等。该产品并非必然不可替代。延迟发货和设计缺陷导致散热不佳，责任被推卸给其他合作伙伴。业务伙伴还因虚假账务被曝光。如果散热不好，产品质量将大幅折价。⋯
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$英伟达 (NVDA.US)$
天风证券分析师郭明池表示，英伟达明年将推出的B300/GB300芯片在测试AOS的5×5 DrMOS技术时发现了过热问题，这可能影响大规模生产进度。如果AOS不能及时解决，英伟达可能转向其他供应商或使用5×6 DrMOS来提高热性能。英伟达计划在2025年推出其下一代AI芯片。
天风证券分析师郭明池表示，英伟达明年将推出的B300/GB300芯片在测试AOS的5×5 DrMOS技术时发现了过热问题，这可能影响大规模生产进度。如果AOS不能及时解决，英伟达可能转向其他供应商或使用5×6 DrMOS来提高热性能。英伟达计划在2025年推出其下一代AI芯片。
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刚刚几天前购买了🤣
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