黄老板是懂市场的，昨_老虎社区_美港股上老虎 - 老虎社区

黄老板是懂市场的，昨晚达子高开低走，黄老板就表示客户对 Blackwell 的需求实在太大了，每个人都想成为第一个拥有它的公司，每个人都想拥有最多的产能，每个人都想领先。当然这主要还是达子在算法优化和架构一致性方面的优势，能够大幅提升客户的总拥有成本和竞争力。

归根到底，还是达子掌握了遥遥领先的核心科技啊！

$英伟达(NVDA)$

目标价$160！英伟达财报前你会上车吗?

鉴于对Blackwell超级周期的乐观预期，在 $英伟达 (NVDA.US)$ 11月20日（美东时间）发布第三财季业绩前夕，摩根士丹利和瑞银等华尔街分析师纷纷上调英伟达目标价。目前华尔街平均目标价为160美元，期权市场预估业绩波幅达上下10%左右。【绩前你会在多少价位加仓英伟达？你会担心华尔街预期过高吗？】

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