$英伟达(NVDA)_老虎社区_美港股上老虎

Hold到老

2024-08-28

$英伟达(NVDA)$ 3万亿估值太高了，必须要降到2万亿。英伟达的盈利过于依赖大客户，爆发式的增长是不可持续的。不像苹果微软，面对全球几十亿人，盈利和现金流都是很稳定的。

英伟达$170保卫战！这次多少价位加仓？

鲍威尔重磅讲话前，三大美股指本周首度集体收跌，标普五连跌，和纳指齐创两周新低。英伟达连跌三日，消息面上据称据英伟达下令暂停H20芯片生产。【下周三英伟达财报，绩前开启$170保卫战，大家是离场or坚守？这次跌到多少你会考虑加仓？】

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。

精彩评论

mkr2024
2024-08-28
mkr2024
说的好像他的显卡不是卖全球似的
- 柳琰彬:
  显卡个人业务，只占9%不到
- 寂寞的演奏家:
  显卡能支撑3万亿？怎么抬杠呢？
火火兔爸
2024-08-28
火火兔爸
不觉得自相矛盾吗？大客户不就那几个面对亿万大众的家伙
abcde11945
2024-08-28
abcde11945
懂个锤子🔨
- 财富888:
  锤子🔨都不懂
Bdd
2024-08-29
Bdd
Sell through Magnificent 7 to billions of people

发表看法

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