英伟达暴跌的原因、展望

董指导研究
28 Feb

文:董指导本期要点#英伟达#AI当雷军身穿棕皮衣发布新产品、成为行业“价格屠夫”时,黑皮衣黄仁勋却又因行业里的“价格屠夫”而再迎英伟达股价暴跌:8%的大阴线,再次引发了市场的担忧。英伟达本轮股价的下跌,始于DeepSeek:仅用同行1/10的算力成本,就实现了同样的模型性能。一场大模型的效率革命,打破了算力唯大的惯例,也引发投资人思考:训练模型所需的计算能力可能远低于预期。前几天,黄仁勋在参加...

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