H20被禁，黄仁勋访华“救火”！是国产替代的崛起，还是英伟达的翻盘？

小虎AV

04-17

悬赏1000虎币

黄仁勋今天穿着西装再度访华，表示“中国是英伟达非常重要的市场，希望继续与中国合作”[可爱]

H20芯片刚被特朗普禁了，CNBC’s Deirdre Bosa对此称特朗普的芯片禁令，华为等中国公司将从中受益：

看来英伟达真的高估了在海湖庄园许诺的 5000 亿，现在害的黄仁勋还要亲自来安抚市场，表示要坚定不移地服务中国市场。政策随时说变就变，大家觉得这次英伟达能扛得住吗？现在会不会是国产算力、自研芯片的发展窗口？

评论区分享你对近期半导体板块及个股表现的看法，一起赢取虎币奖励！ $英伟达(NVDA)$ $中芯国际(00981)$

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。

悬赏1000虎币截止至05/08 16:09

发起者将在悬赏结束前选出最佳恢复并分配虎币

精彩评论

Bourse2022
04-17
Bourse2022
赢得15虎币
那这样也不是办法呀，怎么卖呀
股侠在市
04-17
股侠在市
赢得15虎币
哈哈黄仁勋也急了，“怎么样我都要卖”，想看看特朗普啥反应
一起吃息
04-17
一起吃息
赢得10虎币
看好国产替代
躺平躺到地狱了
04-17
躺平躺到地狱了
赢得30虎币
国产算力、自研芯片发展机遇，英子倍感压力，但跌下来是机会
是小卡拉米鸭
04-17
是小卡拉米鸭
赢得10虎币
国产替代
呀呀雅
04-17
呀呀雅
赢得15虎币
中国市场对老黄太重要

发表看法

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