---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/33490648.md"
description: "$NVIDIA(NVDA.US)Does Alibaba's chips threaten Nvidia's market in China? Who would believe this news? At best, Alibaba optimized the H20 from two generations ago and copied it, then claimed it's better than Nvidia? And Wall Street believes it? This is clearly a setup."
datetime: "2025-08-29T16:39:00.000Z"
locales:
  - [en](https://longbridge.com/en/topics/33490648.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/33490648.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/33490648.md)
author: "[貝多芬彈不出緬A的傷](https://longbridge.com/en/profiles/18862862.md)"
---

# $NVIDIA(NVDA.US)Does Alibaba's chips threaten Nvid…


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## Comments (4)

- **紧跟价值投资 · 2025-08-29T16:42:06.000Z**: Moreover, it is said to be manufactured domestically, and the process technology is not up to par. It can only be said to be a threat, but it is far from enough to affect the overseas sales of Dazi.
  - **貝多芬彈不出緬A的傷** (2025-08-29T16:44:23.000Z): Using 28mm to surpass Dazi? Even with PY thinking, it's clear that today's setup is to attract funds, and at the close, switch from short to long. Many who shorted today will cry. Personal opinion.
  - **紧跟价值投资** (2025-08-29T16:57:03.000Z): I don't dare to short U.S. stocks recklessly, I've suffered big losses before😭
  - **貝多芬彈不出緬A的傷** (2025-08-29T16:58:25.000Z): Shorting is going against the whole world, it's very lonely.