$英伟达(NVDA)_老虎社区_美港股上老虎

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":397251787366840,"tweetId":"397251787366840","gmtCreate":1738007807150,"gmtModify":1738007809520,"author":{"id":3545969688612909,"idStr":"3545969688612909","authorId":3545969688612909,"authorIdStr":"3545969688612909","name":"KevinWilson","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 假设OpenAI开了一个载重100吨的卡车，Deepseek的卡车只有50吨。拉一个90吨的零件时，OpenAI可以，deepseek不行，这叫技术壁垒。这才是英伟达超买的根源。\n突然有一天deepseek说他把这个零件优化到50吨了，那OpenAI这100吨的载重，可就不是优势反而成为劣势了。\n而开源行为，就是把怎样把零件变成50吨告诉大家，让所有载重50吨的卡车都能拉货，那请问，100吨的卡车谁要？买80吨的都是在战未来。</body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 假设OpenAI开了一个载重100吨的卡车，Deepseek的卡车只有50吨。拉一个90吨的零件时，OpenAI可以，deepseek不行，这叫技术壁垒。这才是英伟达超买的根源。\n突然有一天deepseek说他把这个零件优化到50吨了，那OpenAI这100吨的载重，可就不是优势反而成为劣势了。\n而开源行为，就是把怎样把零件变成50吨告诉大家，让所有载重50吨的卡车都能拉货，那请问，100吨的卡车谁要？买80吨的都是在战未来。</body></html>","text":"$英伟达(NVDA)$ 假设OpenAI开了一个载重100吨的卡车，Deepseek的卡车只有50吨。拉一个90吨的零件时，OpenAI可以，deepseek不行，这叫技术壁垒。这才是英伟达超买的根源。 突然有一天deepseek说他把这个零件优化到50吨了，那OpenAI这100吨的载重，可就不是优势反而成为劣势了。 而开源行为，就是把怎样把零件变成50吨告诉大家，让所有载重50吨的卡车都能拉货，那请问，100吨的卡车谁要？买80吨的都是在战未来。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/397251787366840","repostId":0,"isVote":1,"tweetType":1,"viewCount":3770,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":361,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":397253120577816,"commentId":"397253120577816","gmtCreate":1738008427291,"gmtModify":1738008748915,"authorId":3516069222588608,"author":{"id":3516069222588608,"idStr":"3516069222588608","authorId":3516069222588608,"name":"赌狗终将一无所有","avatar":"https://static.tigerbbs.com/5dea5b60703e4a675b801d078999d34d","vip":1,"hat":"https://static.tigerbbs.com/f84859c65fc2d7681e28f6b8e9b0535a","crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":397251787366840,"objectIdStr":"397251787366840","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"开动卡车就满意了？高铁飞机火箭的开发不要了？","text":"开动卡车就满意了？高铁飞机火箭的开发不要了？","html":"开动卡车就满意了？高铁飞机火箭的开发不要了？","likeSize":2,"commentSize":1,"subComments":[{"id":397256753861040,"commentId":"397256753861040","gmtCreate":1738008784842,"gmtModify":1738008788955,"authorId":3545969688612909,"author":{"id":3545969688612909,"idStr":"3545969688612909","authorId":3545969688612909,"name":"KevinWilson","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":397251787366840,"objectIdStr":"397251787366840","type":1,"supId":397253120577816,"supIdStr":"397253120577816","prevId":0,"prevIdStr":"0","content":"你要这么理解，我只能说各自安好了。祝你发财。","text":"你要这么理解，我只能说各自安好了。祝你发财。","html":"你要这么理解，我只能说各自安好了。祝你发财。"}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}

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