$英伟达(NVDA)_老虎社区_美港股上老虎 - 老虎社区

鹿鼎公韦小宝

$英伟达(NVDA)$ 去年人工智能行情就是在英伟达大会结束后结束的，下周估计又是一场糕点跑。别想太多了！

上缴15%的收入！英伟达会受多大影响？

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。

精彩评论

不做暴富的梦
03-14
不做暴富的梦
之前是大会内容提前price in了这次是估值回归。环境都不一样
- 鹿鼎公韦小宝:
  市场情绪还是有点过热，大会一结束，利好出尽的可能性不小。短期回调的风险还是得防一手
股市不倒翁
03-17
股市不倒翁
有可能。短期的价格偶然性很大
- 鹿鼎公韦小宝:
  对，短期波动谁也说不准，情绪和资金面影响太大了

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