1c2dacc2
06-23
$英伟达(NVDA)$
投资一家伟大的企业,长线持有,什么时候上车都是机会,对于准备长线持有的股票,越回调越是有利的买入机会!第四次产业革命轰然而至,对于AI板块的最牛股,上不上车根本不是考虑的问题!当然,如果做短线的话是另外的模式了,快进快出,根据图形把握
英伟达跌破 $210 关口,AI 存储抛售会砸到算力吗?
英伟达(NVDA)今日下跌 3.52%,跌破 $210 关口,直接催化来自存储板块崩盘与美伊冲突引发的芯片股集体走弱。虽然 NVDA 自身无利空,但作为 AI 算力龙头难以在板块 risk-off 中独善其身。Cramer 与 Dan Ives 仍坚定看多 AI 存储与算力需求,认为供需缺口未变;空头则警告高 beta 芯片在地缘风险下回撤幅度更大。这波板块抛售,是上车机会还是趋势转向的前兆?
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