專訪硬件對沖基金猛人！AI科技股泡沫有幾大？︱嘉賓：王騰達︱葳言大意︱Sun Channel︱20240618

「本基金持有Nvidia, ARM, Dell的財務權益」
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[@yy6789yy]

又到了這次不一樣，水尾時候人云亦云: “隨波逐流才是王道的時候了” ……這次皆一樣❤❤❤

[@bnam692]

支持阿達!

[@mytoycollectionplaytime4901]

多謝主持人同經金經理分析. 講解非常清楚了解多謝分享👍

[@ACCA2016]

1. From Jensen Huang: " Even my competitor product is free, everyone will still use Nvidia product." 2. I(myself) do deeply believe the "Speed" of computing + data volume are directly connect to the AI model training hence affect the launch time of AI related product. So, the speed game will hit the ceiling once all the Giants have push enough speed and data lead.

[@rc715]

Thank you wai wai, very informative interview
Enjoy a lot!🎉🎉🎉👏👏👏

[@estellatam4153]

Look forward to the next chapter

[@seiyachan]

佢唔係創立行業嘅標準， 係佢自家嘅標準，其他廠家唔比用。crypto 多用A卡。

[@joewen7634]

多一点 这些访问，非常长记识。

[@dings4040]

Thanks!

[@jj-kg1ll]

搵個會計佬講工業革命😂

[@VegaTek-x1]

Sounds wonderful

[@crazyspeculator6873]

我nvda 平均價位460😁

[@kenwong131415]

最大風險係AI嘅商業價值有冇預期咁高？現在對AI 晶片嘅需求會唔會只係盲搶鹽？ 未來是否會發現processing power產能過剩？

[@rickc1615]

Buy more nvda......

[@quocly]

❤🎉❤😂❤🎉❤🎉❤

[@ysts3452]

近期新版本ai性能提升幅度細
幾間科技公司買高階ai晶片都係燒錢
買咁多晶片d ai都無咩特別

[@叉燒腸]

呢個女主持財經乜都唔識，淨係識得出去social飲酒，死纏爛打

[@archer_uk]

會唔會你低估左AI產能😅

[@arthurchan5665]

IBM 會唔會執笠😂

[@homa_tubemovie]

减持係三月已经申请，而且数量又不多，点解呢个节目唔交待比我哋知？既然主持讲得咁严重,唔通当我哋係已知？

[@owen20107]

幾時下集

[@waiwaipaulina]

This Friday afternoon

[@TH-ly2eh]

實體經濟衰弱 整死AI😊😊😊

[@adam100w]

言之有物，好過嗰個只識裝模作樣嘅冇料郭sir

[@davidlam2221]

多謝葳葳這一集很好的嘉宾分享！🙏

[@Crom21]

agree to what he said