纳斯达克腥风血雨！Jesse哥的含金量谁懂？

纳斯达克腥风血雨！Jesse哥的含金量谁懂？

$美光科技(MU)$ $英伟达(NVDA)$ $闪迪(SNDK)$ $Lumentum Holdings Inc.(LITE)$ $迈威尔科技(MRVL)$

博通暴跌，AI收入指引逊色，会跌破400美元吗？？

博通Q2财报beat、AI收入同比翻倍以上，但AI收入指引逊色。盘后股价跌12.57%。此前股价已冲至历史新高、把强劲预期提前透支，财报兑现反成获利了结的契机。定制ASIC与VMware软件的长期叙事并未改变，只是短期估值跑得太前。AI芯片龙头财报后被错杀，还是估值见顶的信号？你会逢跌买，还是等情绪消化？这次是否会跌破400美元？

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tc_Jesse
07:09
tc_Jesse
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