近期全球市场波动显著加大,英伟达发布亮眼财报后股价高开低走,最高回撤7%。如果稍微拉长一点时间来看,英伟达股价已经接近回到8月初水平,纳斯达克100指数较高位回撤超8%,恒生科技较高点回撤近20%,几乎进入技术性熊市。在11月20日,英伟达公布了亮眼财报,同时谷歌发布了Gemini3,新AI模型表现非常亮眼。科技大厂近一个季度的AICapex表现以及主业表现均较为强劲。从英伟达财报和谷歌...
Source Link近期全球市场波动显著加大,英伟达发布亮眼财报后股价高开低走,最高回撤7%。如果稍微拉长一点时间来看,英伟达股价已经接近回到8月初水平,纳斯达克100指数较高位回撤超8%,恒生科技较高点回撤近20%,几乎进入技术性熊市。在11月20日,英伟达公布了亮眼财报,同时谷歌发布了Gemini3,新AI模型表现非常亮眼。科技大厂近一个季度的AICapex表现以及主业表现均较为强劲。从英伟达财报和谷歌...
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