马前炮012 期：VST(2025.07.15)

AI 发展无论最后哪家赢，底层都需要显卡，但再多的卡 $英伟达(NVDA)$ 也需要有电才能运行起来形成真正的算力。VST $Vistra Energy Corp.(VST)$ 从 22 年到现在已经翻了 10 倍，未来 5 年估计还有 10 倍，先以 26 年翻一倍为小目标吧，加油！

英伟达$170保卫战！这次多少价位加仓？

鲍威尔重磅讲话前，三大美股指本周首度集体收跌，标普五连跌，和纳指齐创两周新低。英伟达连跌三日，消息面上据称据英伟达下令暂停H20芯片生产。【下周三英伟达财报，绩前开启$170保卫战，大家是离场or坚守？这次跌到多少你会考虑加仓？】

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