$英伟达(NVDA)_老虎社区_美港股上老虎 - 老虎社区

$英伟达(NVDA)$

当一切看起来都很看空时，反转通常比你想象的更接近。恐惧造就最佳的布局。在没人愿意买入时买入。市场奖励耐心和信念，而不是恐慌和情绪。抛售是暂时的，趋势才是最重要的。

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操刀鬼
2025-02-28
操刀鬼
不如来想一个问题吧，上个季度财报包含了2024年12月份星际之门没塌的数据，这个季度财报怎么办？在老美禁令条件下，英伟达的芯片准备卖给谁？我提示一下，部署AI的咱就别谈了，一张4090就能部署满血ds，关键是要看训练AI的，中国别看了，美国投资了openAi的别看了，买还不如给openAi注资，openAi就更别看了，都快入土了，想杠通过第三方进入我们市场的就更别看了，禁令实施的是配额制，实名配额，要申请的那种，问题来了，英伟达的芯片到底打算卖给谁？
- 紫杉资本回复操刀鬼:
  感谢指点 [抱拳]
- 操刀鬼回复紫杉资本:
  轻易别碰，老美各大资本都想趁着下个财报发布之前彻底退出，现在沾英伟达那就是与虎谋皮，其实下一个财报不用想就知道是什么结果了，上个财报包含了2024年的12月份，那时候星际之门刚出来。财报数据都这么拉胯，下一个财报真的不敢想
- 紫杉资本:
  那英伟达还能买吗？或者跌到多少才能入手，又或者从现在开始一直做空他？ @操刀鬼
- 操刀鬼回复雁门关向东二万五千里:
  既然你拿去年说事，那么意思是不是股票要跌到去年70-80的水平？
- 操刀鬼:
  咱别提去年啊，我说的是将来，你拿去年说事？
james duan
2025-02-28
james duan
大势变了资金在跑路

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