$英伟达(NVDA)_老虎社区_美港股上老虎

黑眼圈太重了邓文
2024-04-20

$英伟达(NVDA)$ 关于英伟大，目前地缘往下扩张了其区间底部，如果月底的PCE证强、意味着美联储的目标通胀和经济的平衡打破，会再次扩张其区间底部，但很难成下行趋势，因为高利率意味着高资金效率，风险资金会追逐AI标的，很容易破前高，底有了；如果证伪，阶段性的随着资金从货币市场和避险流出、其股价会趋相于区间顶部，是否破前高，就看奥特曼和黄老板的的叙事怎么讲了，有一点是可以排除的：房地产和周期股，并不会成为赢家，那么只剩资金效率的AI板块，

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