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$英伟达 (NVDA.US)$
摩根史坦利：NVIDIA GB200 NVL72 的今年出货预测，从30,000至35,000台大幅下调至20,000至25,000台，在悲观情况下可能低于20,000台。
生产量减少以及订单重新评估远远超过了新订单...🤔
来源
com.tw/news/202...
摩根史坦利：NVIDIA GB200 NVL72 的今年出货预测，从30,000至35,000台大幅下调至20,000至25,000台，在悲观情况下可能低于20,000台。
生产量减少以及订单重新评估远远超过了新订单...🤔
来源
com.tw/news/202...
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KON -K : 如果是真的，我会非常高兴，但这种情况下这些话是否可以随意说呢…