fox
投资理财
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投资理财
素来以毒舌著称的金融博客Zerohedge表示,之前美股集体跌超1%并跌向上周五非农数据后的低点,却被黄仁勋的一句话再次拯救了局面,“无论如何,市场听到的都是‘需求旺盛’四字。”
华尔街见闻在汇总黄仁勋周三讲话时提到,他让人印象最深的一句话是,AI芯片Blackwell太抢手已经让客户不满,英伟达的产品现已成为科技界最抢手的商品,客户对有限的供应展开竞争:
“每个人都指望着我们……对我们产品的需求如此之大,每个人都想第一个拿到,想得到最多的份额。我们今天可能有更多情绪化的客户,这也是情有可原的。关系很紧张,但我们正尽力做到最好。”
他还提到:
“我们肩负着许多人的重任,每个人都指望着我们。需求如此之大,以至于我们的零部件、技术、基础设施和软件的交付对人们来说真的是一件令人激动/产生情绪的事情。因为这直接影响他们的收入,直接影响他们的竞争力。你知道,这种情况在世界各地都在发生,所有东西都卖光了。因此,这种需求量简直令人难以置信。”


这个主题的帖子
投资理财 - by fox - 09-11-2024, 08:06 PM
RE: 投资理财 - by foo - 09-11-2024, 08:12 PM
RE: 投资理财 - by bar - 09-11-2024, 08:15 PM
RE: 投资理财 - by bbb - 09-11-2024, 08:19 PM
RE: 投资理财 - by ccc - 09-11-2024, 08:21 PM
RE: 投资理财 - by eee - 09-11-2024, 08:23 PM
RE: 投资理财 - by fff - 09-11-2024, 08:24 PM
RE: 投资理财 - by tary - 09-11-2024, 08:26 PM
RE: 投资理财 - by loop - 09-11-2024, 08:28 PM
RE: 投资理财 - by for - 09-11-2024, 08:29 PM
RE: 投资理财 - by titan - 09-12-2024, 08:41 AM
RE: 投资理财 - by yuyu - 09-12-2024, 08:46 AM
RE: 投资理财 - by yam - 09-12-2024, 08:48 AM
RE: 投资理财 - by tommy - 09-12-2024, 08:50 AM
RE: 投资理财 - by wilson - 09-12-2024, 08:53 AM
年金投资 - by tiff - 09-12-2024, 12:27 PM
RE: 投资理财 - by tom - 09-12-2024, 12:29 PM
RE: 投资理财 - by aon - 09-12-2024, 12:32 PM
RE: 投资理财 - by meta - 09-12-2024, 12:47 PM
RE: 投资理财 - by gary - 09-12-2024, 12:50 PM
RE: 投资理财 - by undo - 09-12-2024, 12:51 PM
RE: 投资理财 - by abc - 09-12-2024, 12:57 PM
RE: 投资理财 - by ddd - 09-12-2024, 12:58 PM
RE: 投资理财 - by lala - 09-12-2024, 01:00 PM
RE: 投资理财 - by gao - 09-12-2024, 01:02 PM
RE: 投资理财 - by fox - 09-12-2024, 01:03 PM
RE: 投资理财 - by foo - 09-12-2024, 01:05 PM
RE: 投资理财 - by fee - 09-12-2024, 01:21 PM
RE: 投资理财 - by bar - 09-12-2024, 01:24 PM
RE: 投资理财 - by bbb - 09-12-2024, 01:29 PM
RE: 投资理财 - by fee - 09-12-2024, 03:34 PM
RE: 投资理财 - by bar - 09-12-2024, 03:48 PM
RE: 投资理财 - by bbb - 09-12-2024, 08:46 PM
RE: 投资理财 - by ccc - 09-12-2024, 08:47 PM
RE: 投资理财 - by eee - 09-12-2024, 08:50 PM
RE: 投资理财 - by fff - 09-12-2024, 08:54 PM
RE: 投资理财 - by yannilinked - 09-12-2024, 09:04 PM
RE: 投资理财 - by tary - 09-13-2024, 07:02 AM
RE: 投资理财 - by tommy - 09-13-2024, 07:05 AM
RE: 投资理财 - by yam - 09-13-2024, 07:09 AM
RE: 投资理财 - by foo - 09-14-2024, 10:22 PM
RE: 投资理财 - by tom - 09-28-2024, 03:29 PM

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