$英伟达(NVDA)_老虎社区_美港股上老虎

主神级交易员鄧文
05-02

$英伟达(NVDA)$ 美联储议息最大的得利者是日央行和财务省，一是不加息了，二是不拉美指了、美债也在跌，意味着市场预期股市还得削，3是得趁机干预一把、扩张区间底部，机会难得，成本小收益大，佬鲍大肆淡化滞涨，我们抛开滞涨，看一季度政府企业居民三大部门的资产负债表是扩张非常大的，也就是投入的成本很大、收益才1.6，如果是2.5-3.0，那就不是，二是佬鲍没有阐述反通胀的部分，如果阐述这个那肯定是鸽的，也排除加息，今天就是一个中性的立场，意味着大家早点洗洗睡、该干嘛干嘛，三是佬鲍没有清晰的阐述为什么投入这么大而收益才1.6，可能美联储和财政部自己还没有找到原因，这会开的够无聊透顶的，

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盐焗小星球_
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