如果公司有明确的 A_老虎社区_美港股上老虎

冬天的月亮

05-02

如果公司有明确的 AI 订单和自由现金流支撑。Nvidia 虽然绝对价格高，但因其 2750 亿美元的在手订单（Backlog）被视为“便宜”

芯片股集体回调！何时才能再上车？

芯片指数收跌3%，高通跌超10%，英特尔跌近7%，闪迪跌超6%，但英伟达盘中跌超2%后转涨、再创收盘历史新高。【大家觉得回调是上车时机吗？现在你的操作策略是？】

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