Brad Gerstner：英伟达的股价波动很正常，下半年还会遇到类似的

美股投资客

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？

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。

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2024-09-13
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