$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$ 说到底还是一家提供工具的公司，随着AI发展，真正的龙头应该还是做应用产品的。不看好英伟达涨太多。短期趁着市场需求大，应用商没拿出好产品的时间段是有一定空间，但现在的价格已经提前透支了一部分，个人认为2.5-3万亿是合理市值。

目标价$160！英伟达财报还能创造惊喜吗?

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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