data cente_老虎社区_美港股上老虎

2024-11-21

data center的增长率从Q3的+17%，下降到了Q4指引的+8%，但大家更关心的是这个预期内，接下来Blackwell能挣多少钱，但电话会议管理层也没说清楚 $英伟达(NVDA)$ 没办法，市场对英伟达的期待永远是100分，不过买方定价还是很积极的。145附近追着实高了

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？】

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