02/03/2025, 06:58 PM UTC
NVIDIA：抄底可能非常痛苦Nvidia: Buying The Dip Could Be Very Painful
1. 深度学习、阿里巴巴的Qwen 2.5-Max和字节跳动的Doubao-1.5-pro的最近公告震动了英伟达和整个AI行业；2. 对于计算增长能否抵消AI推理成本的大幅下降存在不确定性；3. 英伟达的股票目前适度看涨，但公司短期内可能面临利润率和收入压力。1. Nvidia and the AI industry have been shaken by recent announcements from DeepSeek, Alibaba's Qwen 2.5-Max, and ByteDance's Doubao-1.5-pro; 2. There is uncertainty about whether computing growth can offset the massive decline in AI inference costs; 3. Nvidia's stock is currently modestly bullish, but the company may face margin and revenue pressure in the near term.---
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