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$英伟达(NVDA)$ 达子倒车接人，快上车

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逍遥的云
10-16
逍遥的云
明天阿斯麦财报，如果展望不及预期的话，可能短期带崩半导体，记得发Q2财报时候就是这么个路径
- MMSimona:
  今天已经带崩了
- MMSimona回复秋风萧瑟今又是:
  还没有发
- 村子里的叽叽咕:
  提前泄漏了，草台班子
- 火火兔爸:
  根据财报，阿斯麦三季度订单量仅为26.3亿欧元，环比下降53%，同时下调了2025年业绩营收和毛利预期。该公司表示，AI芯片需求确实激增，但半导体市场的其他部分比预期更为疲弱，导致逻辑芯片制造商推迟订单。糟糕业绩导致阿斯麦美股ADR跌超16%，在荷兰市场16%的跌幅则创下1998年来最大。阿斯麦暴跌同时带崩费城半导体指数和英伟达等一众芯片股。
- explore:
  时间搞混了吧

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