kissby
05-29
$英伟达(NVDA)$
准备三万亿了，英伟达大概率一个月内见顶，这个顶至少也是五年大顶
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火火兔爸
05-29
火火兔爸
行业需求没见顶，货币没见顶，怎么就出来个五年大顶 [捂脸]
火火兔爸
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kissby
:
放心，大厂只会越投越多
kissby
:
五年可能说太过了，三年吧。有不同观点很正常，各人有各人的理解
kissby
:
大厂不会年年投入资金买ai芯片，等财报不能提现ai利润的时候，投资人会倒逼公司停止砸钱，现在英伟达涨靠的就是兑现了拆股预期，英伟达是炒作过头好股票。
火火兔爸
05-29
火火兔爸
不考虑美国进入降息周期？
什么也没有了～
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