$英偉達 (NVDA.US)$對你執念太多，終將成爲韭菜
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$英偉達 (NVDA.US)$ 據說資金正在撤離印度，大舉進入港股，不能再困在英偉達的漩渦裏了
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$英偉達 (NVDA.US)$ 港股近期漲上天了，不要在這裏浪費生命了
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$英偉達 (NVDA.US)$ 不要老盯着他，想掙錢看看中國資產
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$英偉達 (NVDA.US)$ 看看Tesla，中國的電動車，機器人和自動駕駛沒有一樣比他差，特斯拉股價依然能漲上天
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$英偉達 (NVDA.US)$ 我持有大量的英偉達股票，但依然討厭群組裏帶有色眼鏡的牧羊犬，我初步對比了兩廂的結果，chatgpt 略勝一籌，大家也可以多測一下發下心得
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$英偉達 (NVDA.US)$ 你在用 deepseek 嗎？我相信絕大部分人沒有用過，我的見解是所有的投機取巧遲早會消失在歷史的長河中，當然那的人才會繼續在其他地方做貢獻。人工智能的競爭是一個燒錢的長期遊戲，沒有其他主業的反哺和互補，單獨搞大模型根本沒有前途，也不可持續。我感受到的情況是每個Internet Plus-related大廠都缺 GPU.
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$英偉達 (NVDA.US)$ 最近沒有什麼壞消息，而且今天 meta 還發布了大額人工智能投資計劃，在多項利好的情況下，這下跌幅度也太讓人沮喪了。英偉達已經不適合長揸了，適合短線交易，高拋低吸
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$英偉達 (NVDA.US)$ 這跌得都沒有底線了
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$博通 (AVGO.US)$ 嚴重泡沫化的股票，ASIC根本沒有生態護城河，根本不可以長久
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