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上山抓牛股
01-27

$谷歌(GOOG)$ $英伟达(NVDA)$ 不知道市场恐慌什么，如果googl 后续用 Deepseek，那就是降本增效，对于下一份财报是利好，因为AI竞赛花销减少了，而google的业务还是继续挣钱。

Deep seek最大的直接利空是对于NVDA这种卖硬件的公司而已，别扯NVdA那个什么CuDA，人家直接绕过你了，直接用Deep seek训练模型了。

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草木欣
·01-27
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我是从业者，没懂你最后一句话的逻辑，cuda是训练模型用的开发套件，ds是模型。ds的运行也需要依赖于nvda或者amd的显卡及其相应的套件
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- 雷神0619回复股票价格预测员:
  亿万富翁Scale AI 首席执行官 Alexandr Wang 最近接受采访时表示：deepseek拥有大约50000台英伟达最先进的GPU H100！相当于120亿人民币。如果真的它的算力拥有如此之多的英伟达H100在支撑
  01-28
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- 股票价格预测员:
  ds 不需要英伟达，国产显卡就够了甚至不需要显卡了，未来所有 ai 都不在需要英伟达，所以现在所有 ai 相关股票都要重新估值
  01-28
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- 是技术性调整回复新韭菜5201:
  没有替代品
  01-28
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阁下就是韭菜
·01-27
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可根据最新的消息你所看好的公司也是买了很多英伟达的gpu ，立帖为证今年之内英伟达市值必上四万亿美元
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