$英伟达(NVDA)_老虎社区_美港股上老虎 - 老虎社区

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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。

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红盘过中秋
·2024-05-24
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