夺魂
2024.10.21 16:07

关于英伟达

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不能因为今天达子涨到 141.8 就觉得他很好,而是因为达子坚固的护城河,一卡难求的既成事实,各大巨头增加的预算基本都给他了。

华尔街不是傻子,特斯拉画饼太多短期上不去,卖电动车也受到中国车企的挑战,目前华尔街能拉动美股的标的不多,皮夹克的公司正儿八经是垄断且赚钱的,资金做多达子顺理成章。

今天 XHS 看到一哥们 2016 开始定投英伟达/BTC/VOO,投入 30 万🔪,现在涨到 300 万🔪了,从 10 块开始买,一直坚定持有达子。就算过两月达子跌回 119 补缺口或者更低价位,我想不出不买入的理由。

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