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tidiq

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- tidiqtidiq
  ·03-27 10:41
  $英伟达(NVDA)$ 市场对TD Cowen分析微软报告的解读有误，微软减少数据中心建设租赁导致对微软今年开支的疑虑，这个没有问题，确实是微软的算力需求目前够用，微软打算放缓节奏观察下，但微软的放缓大概率是由于openai减少与微软合作，转头与软银和甲骨文的更多合作引起，整体需求只是转移了合作方，ai算力订单并没有实际下降，由此对报告二次渲染微软的需求与订单的偏移，整体解读为ai行业算力趋势的下降，继而认为英伟达未来订单与估值存在泡沫抛单，就是当前呈现盲目情绪的恐慌
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- tidiqtidiq
  ·2020-12-29
  免了1000亿美金债务，隔断时间就给黑非兄弟送钱，黑兄弟是大爷，中国人老百姓三孙子，还得为疫情捐款
  非常抱歉，此主贴已删除
  1,639 评论
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- tidiqtidiq
  ·2020-10-22
  本来可以很好，但我们有独具特色的低能监管，帮助亲儿子利益企业割韭菜，这是国内投资者的共识
  非常抱歉，此主贴已删除
  1,461 评论
  1
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- tidiqtidiq
  ·2020-09-28
  我很不解，武汉政府为何愿意当傻叉，而中央又为何不对傻叉追责，都是自家人吗
  非常抱歉，此主贴已删除
  1,183 评论
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- tidiqtidiq
  ·2020-05-26
  $微博(WB)$ 也算名牌中概股，跌成孙子丢人
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