芒格格格哒
04-04
Replying to
@鹿鼎公韦小宝
:这个是硬通货，又不是想买就能买的//
@鹿鼎公韦小宝
:半导体关税一加，毛利-20起，撑不起这么高的估值了
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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