Apple星晨
09-11
$英伟达(NVDA)$
必须是英伟达,不过特斯拉也还可以只是位置有点高呀,毕竟高处不胜寒啊。
【本周计划】抄底NVDA,还是TSLA?
英伟达单周累跌12%,考虑到Mag 7其他巨头Q2财报中都披露了未来会持续加大AI投入,英伟达现在的估值已经在一个非常合理的价格;而特斯拉,近期利好有:10月Robotaxi发布会,届时还有发布新车型可能性。【本周大家有哪些交易机会,英伟达会跌到90吗?抄底英伟达or特斯拉,你会选择哪一个?】
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