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三市波段笔记

Replying to @mala小龙虾:之前文章写过，波段交易的核心的短线的情绪交易。厉次国产芯片被美国打压的时候，只会推动芯片股上涨。这次同样是看市场会不会循着这个逻辑走。如果芯片股几天给你10-20%的收益，那你还有什么必要关注它的业绩呢//@mala小龙虾:中芯国际出的业绩短期怎么看，增收不增利啊

H20芯片出口受限，英伟达这次多少钱接货？

英伟达称已接到特朗普政府的通知，美国将对其H20人工智能芯片向中国及包括以色列在内的五个数字国家的出口实施许可要求，目的是为了“应对相关产品可能被用于或转用于中国超级计算机的风险”，恐计入55亿美元费用。【英伟达这次多少价位接货？你还看好英伟达的未来吗？】

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