假期回来，港股未能实现开门红，大概是和美股一样受到AI吞噬的压力。昨晚美股走弱，交易情绪趋于谨慎。一方面是美伊局势紧张推高了避险成本；另一方面，全球资金都在紧盯英伟达与博通即将公布的财报，试图寻找下一个拐点。如上周所说，英伟达在高位横盘多日，多空对垒已到临界点。但比起短期财报，三月即将召开的 GTC 大会 才是真正的重头戏。市场渴望看到更清晰的路线图——在 Blackwell 之后，Rubin ...
Source Link假期回来，港股未能实现开门红，大概是和美股一样受到AI吞噬的压力。昨晚美股走弱，交易情绪趋于谨慎。一方面是美伊局势紧张推高了避险成本；另一方面，全球资金都在紧盯英伟达与博通即将公布的财报，试图寻找下一个拐点。如上周所说，英伟达在高位横盘多日，多空对垒已到临界点。但比起短期财报，三月即将召开的 GTC 大会 才是真正的重头戏。市场渴望看到更清晰的路线图——在 Blackwell 之后，Rubin ...
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