不知道，宏观影响因子_老虎社区_美港股上老虎 - 老虎社区

主神级交易员鄧文

不知道，宏观影响因子比前面几次财报多了很多，卖事实+老鲍放鹰+市场交易预期特朗普2.0还没结束+大巨头没看到低迷反转的趋势，这是最大的逆风，好的是财政赤字在扩张趋势+走势还在趋势内+宽信用，很难定义两者是想向抵消还是背向撕扯，抵消意味着波动小、撕扯波动大，这波财报难度不是一般大，个人偏向于把财报落地和财长人选叠在一起，这是抽丝拨茧后唯一的头绪，

重返$130，英伟达还能逢低上车吗？

近期关于英伟达GB200 AI服务器出货递延的消息引发了广泛讨论，但英伟达CEO黄仁勋明确表示，GB200正处于满载生产阶段，且整体进展顺利，有效平息了外界的种种疑虑。【英伟达再次位于$130附近，多少价位你会上车？你还看好英伟达未来涨势吗？】

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