$英偉達 (NVDA.US)$ 如果缺口補不上，我可以認爲是島狀反轉嗎？
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$美國超微公司 (AMD.US)$ $英偉達 (NVDA.US)$ 現如今，中國低能耗低成本的AI替代品出來，nvdia的大V8不需要了，便宜的amd應該是等到了一次機遇。只要nvdia不打價格戰，amd有各種實惠產品供各個公司選購搭建自己的算力中心。
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$英偉達 (NVDA.US)$ 現在的問題不是deepseek威脅不威脅OpenAI地位的問題了。而是，爲什麼要花這麼多錢的問題。到底是真的需要這麼多錢，還是，有人在空嘴套白狼？只要你無法證明deepseek用了同樣的算力，你就無法說明美國ai公司要那麼多錢幹什麼去了。目前的結果就是大家都在存疑，都在做準備。
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$納斯達克綜合指數 (.IXIC.US)$ deepseek，請記住這個名字。多少年之後，大家一定會說，他是捅破ai泡沫的導火索。
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$美國超微公司 (AMD.US)$ AMD正在受益於DeepSeek..爲什麼人們那麼愚蠢地拋售AMD？這裏唯一有麻煩的是NVIDIA及其團伙..
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