现在还没有到达高峰期_老虎社区_美港股上老虎

现在还没有到达高峰期，主要是缺存储，要是存储够那也行，现在Ai 真的啥都缺，可以继续买入，实在不行买一点ETF也行

上周五芯片指数收跌4%、全周转跌，英伟达跌超4%、止步七连阳、全周仍涨近5%；本周资本市场的关注焦点是当地时间本周三美股盘后，英伟达（NVDA.US）将要发布的2027财年第一季度财报。花旗（C.US）集团预计，英伟达一季度营收或达到800亿美元，比市场预期高出14亿美元左右。作为全球市值最高的公司，英伟达股价自3月底触底回升以来，累计涨幅已接近35%。【英伟达能否顶住市场考验？绩前大家会如何布局？】

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JimmyTurner
05-09
JimmyTurner
存储真是卡脖子，FDN这波你更偏软件还是算力？

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