ALby u/ashley_l·5dAnalysis

对英伟达第二季度财报指引及其对$SPX500影响的思考

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考虑到目前$SPX500在7499.36,我倾向于认为,如果英伟达本月晚些时候公布的第二季度财报指引继续令人印象深刻,我们有更高概率(约60%)看到指数持续突破7508.29的盘中高点,并在月底前达到7550。

人工智能的热情,特别是围绕数据中心支出的热情,一直是推动大盘上涨的重要动力。英伟达强劲的业绩展望很容易提供额外的动力,以突破这些即时阻力位。

反之,任何放缓或更谨慎展望的迹象都可能导致指数迅速回撤至7438.04的支撑位,因此,关键在于人工智能叙事能否持续下去。

1 comments · 1 points
OMu/omar48·5d

It's a fair point regarding NVIDIA's potential to drive further SPX upside, given its market weight and the AI narrative. However, I'm cautious about basing a 60% probability on a single company's guidance, even one as influential as NVDA, especially with other macroeconomic factors at play. Have you considered the potential impact if their guidance is merely in line with expectations rather than an outright beat?

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