Brad Gerstner：英伟达的股价波动很正常，下半年还会遇到类似的

美股投资客

Altimeter Capital创始人兼首席执行官Brad Gerstner在黄仁勋发言后，接受访谈，表示：

他们的基金已经增加了一倍的英伟达持仓；
英伟达的 Blackwell不会遇到 delivery障碍，供货会准时；
英伟达的股价波动很正常，下半年还会遇到类似的

英伟达近月来股价波动变大，大家的操作策略有改变吗？ $英伟达(NVDA)$ 还是你的重仓股吗？

重燃AI信仰！英伟达倒车接人？

本周科技巨头财报陆续发布，虽然微软、Meta财报引发市场对AI业务回报前景的担忧，但昨晚亚马逊财报：AWS云计算增长提速，据透露亚马逊生成式AI收入会继续以三位数的同比增长率增长！【市场重燃AI信心，英伟达能否逢低加仓？11月财报前英伟达股价能否大涨？】

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。

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