$英伟达(NVDA)_老虎社区_美港股上老虎 - 老虎社区

4
3
收藏

邓文鄧文邓闻
2024-05-24

$英伟达(NVDA)$ 美联储会议纪要里面的这句话：关千经济前景：几位与会者说，提高效率和技术创新可以持续提高生产率增长，这可能使经济在不提高通脂的情况下加快增长。与会者还注意到经济活动面临的下行风险，包括美国国内房地产市场状况恶化或金融条件急剧收紧等。

这段话，对人工智能的发展很有重要意义，很容易抵消二季度的紧缩政策，如果没有这段话，很难提前验证英伟达对第二季度的预期280亿、大好于这月的260亿，有了这段话，很容易支撑英伟达第二季度的展望，也就是在财报前施加的宏观二季度紧缩、并不能影响到英伟达，目前在6月1号前的影响是水位不足，1号随着缩表放松，其是否能抵消由于逆回购很难出清造成银行准备金1:1的比例缩小、放松VS缩小，能否覆盖所引发的水位问题，这也决定了其涨速；有美联储这段话撑着英伟达，打回调失去了性价比；几大行都由于这段话上调英伟达预期，财报落地，演习，回调的触发剂：利好出尽，盘面回调能否这个缺口，看水位了，今晚的这走势，说明这么多利好还没有上个财报的利好有质量，这涨势配不上这么多利好，利好钝化开始了？还是水位问题？还是市场情绪问题？

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。

4

举报

评论（3）

推荐
最新

红盘过中秋
·2024-05-24
👏
回复
点赞
举报
年年有于姨
·2024-05-24
巳阅
回复
点赞
举报
超越666888
·2024-05-24
阅
回复
点赞
举报

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":309079258927312,"tweetId":"309079258927312","gmtCreate":1716486668771,"gmtModify":1716519069861,"author":{"id":3503176530513854,"idStr":"3503176530513854","authorId":3503176530513854,"authorIdStr":"3503176530513854","name":"邓文 鄧文 邓闻","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":1764,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 美联储会议纪要里面的这句话：关千经济前景：几位与会者说，提高效率和技术创新可以持续提高生产率增长，这可能使经济在不提高通脂的情况下加快增长。与会者还注意到经济活动面临的下行风险，包括美国国内房地产市场状况恶化或金融条件急剧收紧等。\n<p>这段话，对人工智能的发展很有重要意义，很容易抵消二季度的紧缩政策，如果没有这段话，很难提前验证英伟达对第二季度的预期280亿、大好于这月的260亿，有了这段话，很容易支撑英伟达第二季度的展望，也就是在财报前施加的宏观二季度紧缩、并不能影响到英伟达，目前在6月1号前的影响是水位不足，1号随着缩表放松，其是否能抵消由于逆回购很难出清造成银行准备金1:1的比例缩小、放松VS缩小，能否覆盖所引发的水位问题，这也决定了其涨速；有美联储这段话撑着英伟达，打回调失去了性价比；几大行都由于这段话上调英伟达预期，财报落地，演习，回调的触发剂：利好出尽，盘面回调能否这个缺口，看水位了，今晚的这走势，说明这么多利好还没有上个财报的利好有质量，这涨势配不上这么多利好，利好钝化开始了？还是水位问题？还是市场情绪问题？</p>\n<p><br></p></body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 美联储会议纪要里面的这句话：关千经济前景：几位与会者说，提高效率和技术创新可以持续提高生产率增长，这可能使经济在不提高通脂的情况下加快增长。与会者还注意到经济活动面临的下行风险，包括美国国内房地产市场状况恶化或金融条件急剧收紧等。\n<p>这段话，对人工智能的发展很有重要意义，很容易抵消二季度的紧缩政策，如果没有这段话，很难提前验证英伟达对第二季度的预期280亿、大好于这月的260亿，有了这段话，很容易支撑英伟达第二季度的展望，也就是在财报前施加的宏观二季度紧缩、并不能影响到英伟达，目前在6月1号前的影响是水位不足，1号随着缩表放松，其是否能抵消由于逆回购很难出清造成银行准备金1:1的比例缩小、放松VS缩小，能否覆盖所引发的水位问题，这也决定了其涨速；有美联储这段话撑着英伟达，打回调失去了性价比；几大行都由于这段话上调英伟达预期，财报落地，演习，回调的触发剂：利好出尽，盘面回调能否这个缺口，看水位了，今晚的这走势，说明这么多利好还没有上个财报的利好有质量，这涨势配不上这么多利好，利好钝化开始了？还是水位问题？还是市场情绪问题？</p>\n<p><br></p></body></html>","text":"$英伟达(NVDA)$ 美联储会议纪要里面的这句话：关千经济前景：几位与会者说，提高效率和技术创新可以持续提高生产率增长，这可能使经济在不提高通脂的情况下加快增长。与会者还注意到经济活动面临的下行风险，包括美国国内房地产市场状况恶化或金融条件急剧收紧等。 这段话，对人工智能的发展很有重要意义，很容易抵消二季度的紧缩政策，如果没有这段话，很难提前验证英伟达对第二季度的预期280亿、大好于这月的260亿，有了这段话，很容易支撑英伟达第二季度的展望，也就是在财报前施加的宏观二季度紧缩、并不能影响到英伟达，目前在6月1号前的影响是水位不足，1号随着缩表放松，其是否能抵消由于逆回购很难出清造成银行准备金1:1的比例缩小、放松VS缩小，能否覆盖所引发的水位问题，这也决定了其涨速；有美联储这段话撑着英伟达，打回调失去了性价比；几大行都由于这段话上调英伟达预期，财报落地，演习，回调的触发剂：利好出尽，盘面回调能否这个缺口，看水位了，今晚的这走势，说明这么多利好还没有上个财报的利好有质量，这涨势配不上这么多利好，利好钝化开始了？还是水位问题？还是市场情绪问题？","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/309079258927312","repostId":0,"isVote":1,"tweetType":1,"viewCount":10996,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":892,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":309214198034624,"commentId":"309214198034624","gmtCreate":1716519493249,"gmtModify":1716541141287,"authorId":9000000000000297,"author":{"id":9000000000000297,"idStr":"9000000000000297","authorId":9000000000000297,"name":"红盘过中秋","avatar":"https://static.tigerbbs.com/43ddaf98f8b73f357b3e60b4a7742c22","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":309079258927312,"objectIdStr":"309079258927312","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"👏","text":"👏","html":"👏","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0},{"id":309224601399408,"commentId":"309224601399408","gmtCreate":1716522030824,"gmtModify":1716522034298,"authorId":4125470478750332,"author":{"id":4125470478750332,"idStr":"4125470478750332","authorId":4125470478750332,"name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":309079258927312,"objectIdStr":"309079258927312","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"巳<u>阅</u>","text":"巳<u>阅</u>","html":"巳<u>阅</u>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0},{"id":309218142458048,"commentId":"309218142458048","gmtCreate":1716520456241,"gmtModify":1716520459752,"authorId":4120115595748460,"author":{"id":4120115595748460,"idStr":"4120115595748460","authorId":4120115595748460,"name":"超越666888","avatar":"https://static.tigerbbs.com/c7091f180a159a1aca5e96e89241744c","vip":1,"hat":"https://static.tigerbbs.com/d74dcc2cd4f8a347d0fe15c68026c85f","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":309079258927312,"objectIdStr":"309079258927312","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"阅","text":"阅","html":"阅","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}