英伟达股价四月表现亮眼(但作为芯片制造商却并非如此)

投资观察
11 hours ago

人生导师和小学教师常告诫人们不要盲目与他人比较。若以此为标准,英伟达的表现堪称出色。

在周四午后股价开始回落前,这家芯片制造商原本有望创下连续12个交易日上涨的纪录(可追溯至1999年),成为其史上最长连涨周期。期间20%的涨幅看似不俗,但若与博通过去12个交易日35%的飙升、或英特尔同期58%的暴涨相比,则相形见绌。

英伟达往往能受益于整体市场的乐观情绪:今年73个交易日中,其股价有60天与纳斯达克综合指数同涨同跌。然而周四,这股光环逐渐褪色,收盘前股价下跌约0.3%。与此同时,英特尔、博通和纳斯达克指数仍保持上行态势。

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