老Know
05-23
先说结论:大概率!
目前AI的基础设施建设还在初中期阶段,暂时看不到放缓的迹象,所以,英伟达的财报,大概率会比较惊艳。
持有,加仓,仍然可以继续。
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?上周连创新高,英伟达本周该怎么操作?】
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