影子作手2049
06-02
$迈威尔科技(MRVL)$
MRVL 在这个板块里应该还会继续跑赢其他股票。
英伟达回吐大会涨幅，跌到多少是上车机会？
英伟达今日跌3.62%，在博通财报"利好出尽"暴跌与中东risk-off的双重压力下，AI芯片板块集体回调，连龙头也未能幸免。但台积电CEO重申AI需求"毫无降温迹象"，BofA也重置了对NVDA的预期，长期算力叙事并未动摇。AI龙头回调，你会逢跌上车，还是等中东与财报情绪消化完再说？
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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dagui0823
06-02
dagui0823
有个比一直唱衰我服了 结果现在大涨
什么也没有了～
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