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？

英伟达绩后震荡！现在该如何交易？

英伟达财报次日，盘初涨近5%创新高后，转为跌3.6%，最终收涨。英伟达Q3业绩超预期，但Q4指引中值未能达到高端预期。【你会担心Blackwell增长前景吗？现在选择暂时离场，还是继续做多？】

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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09-13
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