再来一个情报
情报来源是marketwatch 公信力应该强一点
原文网址:https://reurl.cc/W4Oz85
以下节录部分贴上来
“While we do think that product is coming, our view is that the launch is
more likely to be 1Q/2Q 2020 as opposed to this quarter.”
"我们确实认为新产品即将到来,我们认为发布时间应为2020的第一或第二季,而非本季."
-Chris Caso(分析师@Raymond James)
“We are seeing indicators of multiple new products, including one in the
December 2019 time frame and one in the March 2020 time frame; however, it’s
not clear to us whether these are both new semi devices, or if one might be a
new computer, like the EGX or Jetson Xavier NX.”
"我们注意到多个新产品到来的指标,一个在2019年12月一个在2020年3月.但我们不确定
该产品是否都是新的零组件,或是新的电脑."
-William Stein(分析师@SunTrust Robinson Humphrey)
原文有说nvidia的第二大事业data center
销售量连年下降(Q1下降近10% Q2下降14%)
而且Nvidia还没有脱离挖矿的影响
又他们在服务器元件的竞争上输了AMD (NVDA-0.50% , AMD+2.21%)
因此近期应该会释出新产品来竞争
总之就是新卡快来了,但是情报还有点乱
流言大家配茶随便听听就好
还是以老黄亲口讲的为准