亚马逊和谷歌已经开发_老虎社区_美港股上老虎 - 老虎社区

雁门关向东二万五千里

亚马逊和谷歌已经开发了自己芯片，特斯拉和甲骨文很快就会转向更便宜的AMD和英特尔芯片，open al一直亏钱，只有微软一家有财力购买昂贵芯片进行AI竞赛。所以英伟达基本已到山顶。

目标价$160！英伟达财报前你会上车吗?

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？】

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。

精彩评论

Kiyo
10-18
Kiyo
人看的是性价比不是光看价格…好比车队为什么在f1赛事花几千上亿买个赛车？而不是花几百万买个超跑去比赛，同理性价比
稻草人_5843
10-18
稻草人_5843
联系加杠杆做空 [开心]
彝家阿黑哥
10-18
彝家阿黑哥
有道理

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