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凡凡發發
英伟达短期建议逢高做空。$NVDA
英伟达财报大概率能摸到指引上限,小幅超预期有机会,但很难大超预期,最大变数是毛利率。
就算营收达标,毛利率下滑,半导体板块(SOXL、KORU)也容易承压。
董事会独立调查+股东诉讼,市场担心治理、股权拆分、接班人问题,这是最近新增的不确定性,属于情绪雷
#英伟达调查风波持续,市值单日缩水逾1900亿美元
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