芯片股谁强谁弱？

经过3.19的 $超微电脑(SMCI)$ 增发的干扰，芯片股情绪整体回调。

$英伟达(NVDA)$ 作为龙头且有GTC护驾，虽然不跌反涨，但是IV也掉了不少； $美国超微公司(AMD)$ 甚至连偏度都转负了。

现在只有meme股 $SoundHound AI Inc(SOUN)$ 情绪还行，其他的都在回调。

可是，当市场仅剩投机情绪的时候，短期往往容易见顶。

图1：偏度，目前SMCI和AMD为负（Put更贵）

图2：IV对比，均有所下降

英伟达重返$900！财报前的上车机会？

周一，科技股力挺美股上涨，英伟达收涨近4%，领涨科技巨头，股价重返900，【英伟达还会跌下来吗？现在是否是财报前最后一次上车机会？】

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

2

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":286341473775632,"tweetId":"286341473775632","gmtCreate":1710924996353,"gmtModify":1710925004057,"author":{"id":212008496769156,"authorId":212008496769156,"authorIdStr":"212008496769156","name":"捷克Jack","avatar":"https://static.tigerbbs.com/7cc48e563d37c21562541a2874ce20e4","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"f48104d3aff74204841356e6c91c4d07-1","templateUuid":"f48104d3aff74204841356e6c91c4d07","name":"周度最佳创作者","description":"每周获得最佳精华帖的创作者","bigImgUrl":"https://static.tigerbbs.com/271475ceaf67d40016c8cfa16c08c8b3","smallImgUrl":"https://static.tigerbbs.com/5a6336061b9ba82ba9177c7ec476f5f2","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":3,"allocatedDate":"2022.07.05","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.05.07","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"starInvestorFlag":false},"themes":[{"themeId":"e6c3b9d055e246edb3c48a9d63d9e0ac","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"英伟达重返$900！财报前的上车机会？","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":e6c3b9d055e246edb3c48a9d63d9e0ac}&rnconfig={\"headerBarHidden\": true}","description":"周一，科技股力挺美股上涨，英伟达收涨近4%，领涨科技巨头，股价重返900，【英伟达还会跌下来吗？现在是否是财报前最后一次上车机会？】","image":"https://static.tigerbbs.com/f40d4c9ce2b914622d5bc108dd736592"}],"images":[{"img":"https://static.tigerbbs.com/1d93abf5fc259db2381f91c9cdf81527","width":"858","height":"450"},{"img":"https://static.tigerbbs.com/1f35845613663ad994889317ca392ada","width":"858","height":"450"}],"coverImages":[{"img":"https://static.tigerbbs.com/1d93abf5fc259db2381f91c9cdf81527","width":"858","height":"450"}],"title":"芯片股谁强谁弱？","html":"<html><head></head><body><p>经过3.19的 <a data-mention-id=\"SMCI\" class=\"teditor-mention\" data-mention-name=\"超微电脑\" href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 增发的干扰，芯片股情绪整体回调。</p><p> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 作为龙头且有GTC护驾，虽然不跌反涨，但是IV也掉了不少； <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"美国超微公司\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 甚至连偏度都转负了。</p><p>现在只有meme股 <a data-mention-id=\"SOUN\" class=\"teditor-mention\" data-mention-name=\"SoundHound AI Inc\" href=\"https://laohu8.com/S/SOUN\">$SoundHound AI Inc(SOUN)$</a> 情绪还行，其他的都在回调。</p><p>可是，当市场仅剩投机情绪的时候，短期往往容易见顶。</p><p>图1：偏度，目前SMCI和AMD为负（Put更贵）</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d93abf5fc259db2381f91c9cdf81527\" tg-width=\"858\" tg-height=\"450\"></p><p>图2：IV对比，均有所下降</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f35845613663ad994889317ca392ada\" tg-width=\"858\" tg-height=\"450\"></p><p></p></body></html>","htmlText":"<html><head></head><body><p>经过3.19的 <a data-mention-id=\"SMCI\" class=\"teditor-mention\" data-mention-name=\"超微电脑\" href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 增发的干扰，芯片股情绪整体回调。</p><p> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 作为龙头且有GTC护驾，虽然不跌反涨，但是IV也掉了不少； <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"美国超微公司\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 甚至连偏度都转负了。</p><p>现在只有meme股 <a data-mention-id=\"SOUN\" class=\"teditor-mention\" data-mention-name=\"SoundHound AI Inc\" href=\"https://laohu8.com/S/SOUN\">$SoundHound AI Inc(SOUN)$</a> 情绪还行，其他的都在回调。</p><p>可是，当市场仅剩投机情绪的时候，短期往往容易见顶。</p><p>图1：偏度，目前SMCI和AMD为负（Put更贵）</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d93abf5fc259db2381f91c9cdf81527\" tg-width=\"858\" tg-height=\"450\"></p><p>图2：IV对比，均有所下降</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f35845613663ad994889317ca392ada\" tg-width=\"858\" tg-height=\"450\"></p><p></p></body></html>","text":"经过3.19的 $超微电脑(SMCI)$ 增发的干扰，芯片股情绪整体回调。 $英伟达(NVDA)$ 作为龙头且有GTC护驾，虽然不跌反涨，但是IV也掉了不少； $美国超微公司(AMD)$ 甚至连偏度都转负了。 现在只有meme股 $SoundHound AI Inc(SOUN)$ 情绪还行，其他的都在回调。 可是，当市场仅剩投机情绪的时候，短期往往容易见顶。 图1：偏度，目前SMCI和AMD为负（Put更贵） 图2：IV对比，均有所下降","highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/286341473775632","repostId":0,"isVote":1,"tweetType":1,"viewCount":5860,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","SOUN","AMD","SMCI"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":322,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/286341473775632"}