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- 老当益壮铁树开花老当益壮铁树开花
  ·03-14 12:21
  小虎访谈有点糊弄事了
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- 老当益壮铁树开花老当益壮铁树开花
  ·02-26
  $英伟达(NVDA)$ 关于今天财报展望财报数据：因为deepseek是1月份出来的，财报数据预计不会差，所以财报披露后会涨一波。财报会：财报会的展望至关重要，如果不太好，可能就会反手进入下跌通道。如果好，还能挺挺，整体还是进入下降通道，这是大趋势。因为Deepseek出现，算力过剩，英伟达已经过了黄金时代进入铜铁时代，高增长变成低增长甚至负增长。算力过剩和电力过剩一样，多余没用的东西。
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- 老当益壮铁树开花老当益壮铁树开花
  ·02-23
  $英伟达(NVDA)$ 《过剩》当牛奶过剩，可以倒入河里；当房子过剩，可以炸掉推倒；当钞票过剩，可以通货膨胀；当人才过剩，可以离职失业；当汽车过剩，可以降价内卷；当算力过剩，怎么办？
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