【视频】英伟达盘后突然暴涨：一句“70%”，把整条AI产业链重新点亮

一句2028财年收入仍可能增长约70%，直接把英伟达从盘后203干到了220美元，就在10几分钟前，他刚交出962亿美元营收，和1080亿美元的下季度指引，但英伟达却因为毛利率压力盘后跌了，直到英伟达CFO给出了收入指引，盘后股价随后从下跌转为上涨，市场重新买回整个AI叙事。今天这个视频，我给大家从头到尾捋一遍。 $英伟达(NVDA)$ $1.5倍做空NVDA ETF-Tradr(NVDS)$

AMD隔夜涨9.95%冲进万亿俱乐部，第二极坐实了？

美国超微(AMD)周一大涨9.95%，外媒称其"强势冲进1万亿美元俱乐部"，并刷新历史纪录。催化与Meta的Muse AI带来的芯片需求押注同源，AI支出担忧明显消退，资金为"英伟达之外的第二供应商"重新定价。多头认为多元化采购是必然趋势、AMD的弹性更大，空头追问高估值需要多少业绩才能撑住。登上万亿门槛后，AMD是主升浪的中段还是情绪的高潮？

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。

精彩评论

帅帅的爸爸
08-27
帅帅的爸爸
现在还在强挽AI叙事吹票，高开低走一碗大面没跑了。
- 水哥666555:
  真的吗？
带翅膀的老虎
08-29
带翅膀的老虎
看看昨晚跌的屁滚尿流

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