半导体关税一公布，东_老虎社区_美港股上老虎

鹿鼎公韦小宝

2025-08-05

半导体关税一公布，东大行政就得跟上，不然对等不了。加再多税，还是有人买。达子现在最头疼的就是行政这一关，前前后后折腾多少次了。除非川普别加半导体关税。 $英伟达(NVDA)$

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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