海先生
10-06
$英伟达(NVDA)$
英伟达逆涨1%，芯片风暴过了吗？
英伟达上涨0.97%，在美光与SK海力士继续下跌时展现相对强势，资金等待ASML财报与CPI验证科技股方向。存储竞争不等同于GPU需求转弱，但市场对3万亿美元AI投资链条的融资与回报仍有疑虑。相对强势能否延续，还是财报前的短暂避险？
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