英伟达财报后的走势

中环杰哥投资探秘

美股，三大指数小幅收跌，但是，纳指综合，纳指100，标普都呈现阳线状态。连续低位振荡的态势明显，伴随英伟达大幅超越的强劲财报，大盘拐头上行的态势还是相对明显的，看顺势操作。港股，恒指继续高位振荡走势，突破振荡平台才好。恒科，将将守住中线支撑位，还需更多点位突破。同时，继续关注跟踪港股硬科技HSIT的表现。

英伟达首发年度预测，市值要超苹果谷歌？

英伟达今日 +0.84%，逆势收红。公司史上首次给出"年度前瞻指引"，被解读为将其推上超越苹果、Alphabet 市值的路径，龙头对未来需求的能见度罕见地拉长。与此同时市场仍在追问"英伟达能否证明自己不靠少数几家超大规模客户吃饭"，客户集中度是最大质疑点。当龙头用一份超长预期喊话全市场，它冲击全球市值第一的底气，是真需求还是叙事透支？

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newsh
08-27
newsh
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