$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
2024-08-02

$英伟达(NVDA)$ 目前市场上唯一的另类就是亚马逊，超跌了，水位+哈马斯+经济超预期放缓，很难分开计算出来，不管是杀估值、杀逻辑、杀前景，亚马孙超跌都可以解释得通，问题是：这是开始还是个例？如果出现第二例大科技超跌、那么这就是开始，观察点也就是CPI公布的那几天哪个大科技股财报，这个月的CPI大概率是个号角：杀的开始、还是继续；可惜了耶伦啊，

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Lydia758
·2024-08-03
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年年有于姨
·2024-08-03
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