$英伟达(NVDA)_老虎社区_美港股上老虎

主神级交易员鄧文
04-20

$英伟达(NVDA)$ 维持高利率的预期和地缘避险、引发资金进入货币市场和避险进入国债市场，下步就看月底的PCE给通胀证伪还是证强了，虽然这次的地缘升级拉低了股市的区间、并不是下行趋势、下行趋势要PCE给通胀证强才能实现；如果证伪，股市就是区间底部，如果证强，股市会分化、即使到时加息预期起来，观察10Y，其下行、会利好科技股，其上行会利好周期和银行；对于财报季，

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