$英伟达(NVDA)_老虎社区_美港股上老虎

邓文鄧文邓闻
2024-06-02

$英伟达(NVDA)$ 对于这波科技股回调的看法：

水位不足叠加板块轮动，轮动是因为美联储和耶

伦不希望股市跌，要金融条件保持不紧状态、才

能更好的传导货币政策，水位不足是因为美联储

错估了逆回购，不管怎么抽水、水塘里总会剩点

水，4000亿左右就是剩的、得等待降息周期才能

抽干；而目前经济在放缓、通胀在下行路径，这是最好的情况，事态发展在正常范围内：以前是供给端的冲击，现在是需求问题，而货币政策可以更好的作用于需求，市场对降息的预期由于经济放缓在触底饭单，说明市场情绪进入了鸽派区间、降息的路径是失业率上升或劳动力市场放松、市场计价错误、下礼拜一二的VIX那么会保持低位状态，说明科技股会跌不到哪去，

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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阿咕咕咕
·2024-06-03
大佬，你这对科技股回调的分析真是精准到位 [666] [666] [666]
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我如虎添翼
·2024-06-03
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