基础工业材料跟不上，_老虎社区_美港股上老虎

A股大渊种

02-04

基础工业材料跟不上，就算跟上，核心利益还是芯片。(关节电机技术壁垒太薄)

好日子到头了？英伟达你会考虑做空吗？

近期晨星股票策略师Brian Colello：英伟达在中国的好日子到头了。当前期权市场上已经出现了好几笔千万级别的put大单，结合近期市场股价表现，大家会考虑做空英伟达吗？

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