---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40160353.md"
description: "$NVIDIA(NVDA.US) It's not that I can't stand you falling, that's fine. But you should at least fall together with others. Intel has gained over 20 points, AMD seven points, and you're still falling? Shameless."
datetime: "2026-04-24T04:04:26.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40160353.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40160353.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40160353.md)
author: "[英伟达的头号受害者](https://longbridge.com/en/profiles/19363249.md)"
---

# $NVIDIA(NVDA.US) It's not that I can't stand you f…


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## Comments (10)

- **小鲁班yeap · 2026-04-24T04:18:55.000Z**: The ds-v4 released today is fully compatible with domestic chips (Huawei Ascend), taking the first step for domestic large models to break free from dependence on overseas computing power. The China business accounts for a significant portion of all US semiconductor stocks. It feels like it's about 
  - **相信科技的力量** (2026-04-24T04:37:00.000Z): Don't brag and come to play US stocks, go play A-shares and Hong Kong stocks
  - **HQQH** (2026-04-24T04:40:21.000Z): Let's talk after ds develops the image processing feature.
  - **Golden Reservoir** (2026-04-24T04:55:23.000Z): Really funny, is NVDA scared because of DeepSeek?
- **严守纪律2026 · 2026-04-24T04:14:45.000Z · 👍 2**: GPUs are almost at their peak, buy CPUs. Even if Intel doubles, it's only 9 trillion, but if Dazi doubles again, it'll be 100 trillion.
  - **英伟达的头号受害者** (2026-04-24T04:18:27.000Z): Indeed. The prediction failed.
  - **严守纪律2026** (2026-04-24T04:22:00.000Z): This wave of negative news for CPUs is a boon for GPUs.
  - **严守纪律2026** (2026-04-24T04:22:44.000Z): Wake up.