$英伟达(NVDA)_老虎社区_美港股上老虎

2024-09-04

$英伟达(NVDA)$ 对于现在的美股，我的看法是，空仓的，要我在这里开仓我下不了手。仓位重的，前俩月etf给抢出10%+的溢价那会儿已经是很好的信号了，当然玩短线当我没说…长线的逻辑相对简单，直接抄巴老爷子作业好了[鬼脸]

高通业绩表现超预期，但市场担忧苹果“去高通化”冲击，夜盘跌超3%；同时受AI数据中心芯片设计需求激增推动，Arm公布第二财季业绩与第三季指引均超预期，GAAP口径下净利润翻倍，盘后股价一度跳涨5%。【高通下跌，Arm上涨！大家有押对吗？你看好哪家后市表现？】

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