---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/38821125.md"
description: "$NVIDIA(NVDA.US)On Friday, I wrote about my thoughts on the fundamentals of $Tesla(TSLA.US). Today, I'll write about $NVIDIA(NVDA.US) and $Taiwan Semiconductor(TSM.US). Many people think NVIDIA is the "shovel seller" and has no reason not to rise, but it's important to understand that this characteristic has long been priced in. What's really being contested is the entire AI sector and NVIDIA's unique CUDA ecosystem.I still hope all the experts can give more advice. Growth comes from mistakes 💪"
datetime: "2026-02-22T17:28:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38821125.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38821125.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38821125.md)
author: "[脆皮大学牲](https://longbridge.com/zh-CN/profiles/24317474.md)"
---

> 支持的语言: [English](https://longbridge.com/en/topics/38821125.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38821125.md)


# $NVIDIA(NVDA.US)On Friday, I wrote about my though…


### 相关股票

- [NVIDIA (NVDA.US)](https://longbridge.com/zh-CN/quote/NVDA.US.md)
- [Taiwan Semiconductor (TSM.US)](https://longbridge.com/zh-CN/quote/TSM.US.md)
- [Tesla (TSLA.US)](https://longbridge.com/zh-CN/quote/TSLA.US.md)

## 评论 (17)

- **niuniume · 2026-02-23T02:41:42.000Z**: Looking at the latest taalas, the production cycle for ASICs has already reached 2 months. Many scenarios don't require constantly iterating models. A stable and useful model, combined with an extremely cost-effective production ratio, makes the advantages of ASICs overwhelmingly obvious.
  - **脆皮大学牲** (2026-02-23T02:46:19.000Z): Opinions vary; this is definitely not a simple 0 or 1. And according to your logic, if NVIDIA, which could shake the status of GPUs, came out, it should plummet.
  - **niuniume** (2026-02-23T03:01:07.000Z): ? Why does everything that comes out have to drop sharply? You're even less optimistic about Dazi than I am.
  - **脆皮大学牲** (2026-02-23T03:06:32.000Z): ??? I said, according to your logic, if the advantage of ASIC is so obvious, then the stock price wouldn't be grinding. This is a fundamental negative.
- **道可道99 · 2026-02-23T00:04:31.000Z**: Are you really a current college student?
  - **脆皮大学牲** (2026-02-23T02:10:45.000Z): Yes, that's right.
- **叉子哥 · 2026-02-22T18:38:17.000Z · 👍 2**: Good article, the analysis is very logical and aligns with industry trends.
  - **脆皮大学牲** (2026-02-22T18:42:52.000Z): Thanks 🙏