三藏大法师
2025-07-31
昨天谈得不好，立马就给老黄上眼药，懂的都懂。训练卡没人能替代英伟达，喊完还得买，一块都不能少，少了一块一堆AI项目就得停摆。
$英伟达(NVDA)$
英伟达$170保卫战！这次多少价位加仓？
鲍威尔重磅讲话前，三大美股指本周首度集体收跌，标普五连跌，和纳指齐创两周新低。英伟达连跌三日，消息面上据称据英伟达下令暂停H20芯片生产。【下周三英伟达财报，绩前开启$170保卫战，大家是离场or坚守？这次跌到多少你会考虑加仓？】
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雁门关向东二万五千里
2025-08-01
雁门关向东二万五千里
中国不可能取消进口汽车，芯片关税，所以永远谈不拢。美国只要解决印度后，中国的商品对美国就无关紧要了。
雁门关向东二万五千里
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三藏大法师
:
你去美国沃尔玛看看，超市衣鞋东南亚占了70%，家电都是墨西哥的，手机电脑是印度越南(50%~70%).汽车是欧日韩，AI服务器是台湾的。中国的出口数据有水份的。
三藏大法师
:
印度短期补不上这缺口吧
Allen学炒股
2025-07-31
Allen学炒股
有的用就偷着乐吧
什么也没有了～
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