Brad Gerstner：英伟达的股价波动很正常，下半年还会遇到类似的

2024-09-12

Altimeter Capital创始人兼首席执行官Brad Gerstner在黄仁勋发言后，接受访谈，表示：

他们的基金已经增加了一倍的英伟达持仓；
英伟达的 Blackwell不会遇到 delivery障碍，供货会准时；
英伟达的股价波动很正常，下半年还会遇到类似的

英伟达近月来股价波动变大，大家的操作策略有改变吗？ $英伟达(NVDA)$ 还是你的重仓股吗？

日前，美国政府已批准$英伟达 (NVDA.US)$和 $美国超微公司 (AMD.US)$ 恢复向中国销售其特制人工智能芯片。但这并非没有代价：所有对华销售额的15%将直接上缴美国政府。这为芯片巨头及其投资者开启了一场高风险的新博弈。【大家觉得这15%对英伟达会有多大影响？】

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。

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2024-09-13
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