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"I expect the capital market's response to GTC in the next few days to be underwhelming... However, it already shows the new trend of the next GPU era," said Yangquan Wang.
On March 19, the vanguard inspection team attended Huang Renxun's GTC keynote speech on-site, and Wang Yuquan promptly shared his industrial insights with the team.
The next day, the capital market responded to Huang's AI narrative with a 3% decline. Does this mean the end of NVIDIA's high - growth era?
At 8 p.m. on March 23, Wang Yiquan will deliver a in - depth analysis of the latest GTC information in the vanguard live broadcast. If you missed the GTC on-site inspection, don't miss this live broadcast!
Below are the six key points we've整理for you. Let's see if there are issues you care about!
Is NVIDIA heading for a "dip" or an opportunity?
Understanding NVIDIA's "system" layout
Will AI fade like the metaverse?
What opportunities does the "AI Factory" concept mean?
The hard - core growth point in 2025 is...
How to identify real future signals?