$英伟达(NVDA)_老虎社区_美港股上老虎 - 老虎社区

$英伟达(NVDA)$ 别人恐慌你贪婪了吗？

11 月 20 日讯，摩根大通交易部门表示，美股自 8 月以来最长连跌走势为逢低买入者创造了机会。由于投资者担心人工智能概念行情的持续性以及美联储的货币政策路径，标普 500 指数连续四天下跌，截至周二收盘累计下挫 3.4%。摩根大通全球市场情报主管 Andrew Tyler 表示，这轮回调代表着股市一次 “技术性洗盘”，可能调整期已经结束。 “鉴于基本面没有任何变化，而我们的投资假设也不依赖于美联储放松政策，现在可以逢低买入，” Tyler 在周三给客户的报告中写道。$英伟达(NVDA)$ $台积电(TSM)$ $特斯拉(TSLA)$ $阿里巴巴(BABA)$

英伟达逆势涨2.3%，持股Nebius曝光、AI算力叙事再升温，还能追？

英伟达今日逆大盘涨2.30%至$212.06，监管文件披露其持有AI云商Nebius约9.3%股权，强化"卖铲人"卡位AI基础设施的叙事。同期市场热议某中国AI模型因过热暂停新用户，卖方认为算力需求最终仍利好英伟达。在科技巨头财报密集披露、板块分化加剧之际，英伟达的相对强势能否延续？

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。

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DRReality
2025-11-20
DRReality
冲就完事了！大摩都喊抄底了还怂啥[龇牙]

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