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深惠情报局
170 posts
@jukan05 Are you sure it’s a delay? On July 10, Morgan Stanley’s research report made it clear: Nvidia explicitly denied rumors that Rubin Ultra could be delayed until 2028, stating that it would ship next year, though the rack form factor would be optimized.
深惠情报局@Pencil4448
摩根士丹利（中英）：英伟达路演_多元化的增长机会 问:产品路线图有何关键更新? 答:Vera Rubin周期将驱动未来12个月增长。针对Rubin Ultra可能推迟至2028年的传言，公司明确否认,称其明年出货，但机架形态将优化(Kyber机架被“更好方案”替代)。800伏和机架间光互连等关键技术按计划推进。
English
韩国的朋友，珍爱生命，远离韩股，A/H股欢迎你们！
한국의 친구들, 생명을 소중히 여기고, 한주에서 멀리 떨어져, A/H주 환영합니다!
Friends from South Korea, cherish your lives and stay away from South Korean stocks. The A/H shares welcome you!
深惠情报局@Pencil4448
韩国的朋友们，不要买韩股了，A/H股更有性价比，欢迎你们！ Friends from South Korea, please refrain from investing in South Korean stocks. A/H shares offer better value for money. Welcome! 한국의 친구들, 한국 주식을 사지 마세요, A/H 주식이 더 가격대비입니다, 환영합니다!
中文
