$英伟达(NVDA)_老虎社区_美港股上老虎

简单爱简单
04-03

$英伟达(NVDA)$ 台湾地震，台积电撤离部分员工，台积电的3nm产线园区所在位置是在台南市，距离地震中心花莲较远，所以预计影响有限。

因为美国最近的pmi数据表现不错，所以又降低了美联储6月份降息的预期，甚至2024年降息次数将少于3次。

叠加台湾地震的影响，美股有可能走出一条台积电产能下降—英伟达订单受影响—英伟达业绩不及预期—英伟达、超微电脑等处于高位的美股ai核心票的下跌—美股下跌的路径。

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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