牛哥2024
03-01
$英伟达(NVDA)$
做多。虽然AI泡沫暂时破灭，美国债务问题难解，制造业回归遥远，美国除了高科技半导体，AI等领先的头寸，还有什么？所以最终无路可逃的资金还会重回英伟达。毕竟从业绩，小英子看仍然是优质资产，不然哪？
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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