$英伟达(NVDA)_老虎社区_美港股上老虎 - 老虎社区

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杜向峰
2024-09-19

$英伟达(NVDA)$ 把降息50bp理解成强化了衰退现实感觉是不恰当的，如果降25bp则会被理解为落后于曲线，反而会加剧远期硬着陆的担忧，那么降50bp则是降低远期经济失速的担忧，那么美国如果软着陆，那AI这类资产应该调整空间也是不大的。

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