美国3月通胀又超预期_老虎社区_美港股上老虎 - 老虎社区

价值投资为王

美国3月通胀又超预期了，大家都觉得美联储降息又要往回推了，因此担忧股市表现。

实际上，很早之前我就说，只要通胀趋势开始向下了，后面哪怕来个二次通胀对股市的影响也不大了，历史上，上世纪80年代就是非常好的参考，而且，资本市场一般不会为一件事两次定价。

加紧干半导体，莫关心什么cpi了！$台积电(TSM)$ $英伟达(NVDA)$ $美国超微公司(AMD)$

芯片股实现4连涨！AMD绩前能否上车？

芯片股指收涨2%，实现四连涨！其中超微电脑涨超4.3%，英伟达涨超3.7%，台积电涨约3%，AMD涨超1.3%，【$150的AMD能否抄底？大盘不稳，现在你会怎么操作呢？】

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

火火兔爸
04-10
火火兔爸
历史上二次通胀可是很惨的，最高加到12
- 火火兔爸回复价值投资为王:
  现在还没有历史二次通胀那么严重
- 价值投资为王:
  股市并没有跌
哪儿来回哪儿去
04-10
哪儿来回哪儿去
通胀数据超预期确实让人担忧，因为这可能导致美联储加快降息的步伐，进而对股市产生一定的负面影响。
长歌灯火时
04-10
长歌灯火时
你提到的80年代的历史也是一个很好的参考，而且我同意资本市场通常只会为一件事情进行一次定价。
贝尔坎贝尔
04-10
贝尔坎贝尔
我会把握时机，专注于半导体领域的投资，不再过度关注CPI数据的波动。
梓坚
04-11
梓坚
👍👍
plaispool
04-11
plaispool
已阅

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