$英伟达 (NVDA.US)$ 好家伙，这震荡 consolidation 啊，只有英伟达才能走出这种上下横盘的螃蟹步
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$英伟达 (NVDA.US)$
达爷是否今晚会英雄登场呢
达爷是否今晚会英雄登场呢
SNP500 Enjoyer
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友情提醒：在超大规模云服务商（hyperscalers）未能从AI业务中获得巨大且持续的投资回报（ROI）的情况下，当前这种程度的半导体需求完全是不可持续的。目前没有任何证据表明，即便在最乐观的假设下，它们也能在2030年之前切实实现这一目标。除非超大规模云服务商下调其AI资本支出（CapEx）预期，否则市场将持续对其施加惩罚。显然，这对半导体行业将构成极大的利空。
我的看空逻辑远不止于此……
我的看空逻辑远不止于此……
已翻译
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![[捂脸]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "捂脸"){kind=small}
只会影响投资者
SNP500 Enjoyer
评论了
$英伟达 (NVDA.US)$
希望下个星期大盘狠狠砸下来 不然达爷爷没机会发挥实力，只要别人跌 达爷一定来救场
希望下个星期大盘狠狠砸下来 不然达爷爷没机会发挥实力，只要别人跌 达爷一定来救场
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$英伟达 (NVDA.US)$
好吧达爷 谢谢你今天的表现
好吧达爷 谢谢你今天的表现
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