$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$ 今天asml预订量泄漏，引发一波ai芯片股恐慌大跌。我的看法是ai革命才刚刚开始，nvda短期芯片需求可能不会像前两年那么疯狂，但是大趋势是需求越来越大，要求越来越快。拿稳坐好。

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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