看多。理由AI芯片需_老虎社区_美港股上老虎

看多。理由AI芯片需求依然强劲。苹果的Apple intelligence将AI从公司端、PC端，一下子普及到个人端，这也是AI应用的一个进化。预测财报盘后上涨4.50%

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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