机构:英伟达面临多家巨头自研芯片和量子计算的双重威胁

格隆汇
Jul 10, 2025

格隆汇7月10日|资本顾问公司Running Point Capital首席投资官Michael Ashley Schulman表示,投资者需警惕亚马逊(AMZN.O)、微软(MSFT.O)和Meta Platforms(META.O)自研芯片的风险,这些科技巨头可能绕过英伟达(NVDA.O),大幅减少对其芯片的依赖。这是实打实的竞争威胁。此外,量子计算的颠覆性风险同样存在。英伟达宣称量子计算仍需...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10