$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$ 市场对TD Cowen分析微软报告的解读有误，微软减少数据中心建设租赁导致对微软今年开支的疑虑，这个没有问题，确实是微软的算力需求目前够用，微软打算放缓节奏观察下，但微软的放缓大概率是由于openai减少与微软合作，转头与软银和甲骨文的更多合作引起，整体需求只是转移了合作方，ai算力订单并没有实际下降，由此对报告二次渲染微软的需求与订单的偏移，整体解读为ai行业算力趋势的下降，继而认为英伟达未来订单与估值存在泡沫抛单，就是当前呈现盲目情绪的恐慌

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？

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

LinYuliang
03-27
LinYuliang
因为负面新闻多，空头力量乘机做空。没办法。

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