英伟达们需要畏高吗？ AI继续高歌猛进，之外还有谁？

说财经

02-27

很多朋友敲碗的stephen来了，是时候跟进下美股过去这轮AI浪潮，他们能持续笑吗？另外减半在即，加紧马鞭。

0:00 节目开始

3:01 AI带动英伟达(NVDA)业绩 $英伟达(NVDA)$

4:57 AI不能忽略半导体/超微电脑(SMCI) $超微电脑(SMCI)$

6:52 三星环球半导(3132) $三星环球半导体(03132)$

10:55 英伟达(NVDA)涨得多不代表不能再涨，波动率会比较中/策略：分段买分段卖

14:17 比特币供需不平衡/比特币减半 $iShares Bitcoin Trust(IBIT)$ $FA三星比特币(03135)$

18:47 现货ETF推动比特币价格及发展

BTC减半完成！能否迎来历史性大涨？

比特币已完成历史上第四次“减半”，比特币减半完成后，比特币价格小幅上涨，现报63934美元/枚。【“减半”=新一轮牛市的开端？你觉得比特币能否迎来大涨？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

xinffu_37457
02-29
xinffu_37457
这篇文章不错，转发给大家看看
慕子
02-28
慕子
主持人好吵

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