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$英伟达 (NVDA.US)$ 另外，对于那些打算长期持有的人来说，这可能很残酷，但已经有Bloomberg等多次报道，MAG7们由于不喜欢高昂的芯片成本，正在转向自家生产的AI芯片。
我想之后的推力是DEEPSEEK。
所以我认为Nvi会稳定在70-90的适当值左右。
更进一步来说，也可以看到从AI半导体泡沫中转移的声音…。
我想之后的推力是DEEPSEEK。
所以我认为Nvi会稳定在70-90的适当值左右。
更进一步来说，也可以看到从AI半导体泡沫中转移的声音…。
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ゆにちゃーむ : 是关于ASIC的，对吧？
GPU和ASIC是竞争关系吗？