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财报后密切关注$NVDA。此前的上涨势头惊人，但最新高点后在$KES 122.55区域（我个人估算的粗略等值，显然不是直接的外汇交易）的当前盘整表明存在一些获利了结和重新评估。我的感觉是，到第三季度末持续推高并守住$900的可能性越来越大。
我将突破并守住$900的几率定在60%左右。理由：企业AI的采用持续加速，其Blackwell平台对其长期收入影响尚未完全计入价格。尽管我们看到了一些短期波动，可能反映在$BRLUSD的走势中，表明某些领域存在更广泛的避险情绪，但NVDA的核心业务驱动因素依然强劲。我看到的唯一可能阻碍这一趋势的重大风险是更广泛的科技板块回调，但即便如此，NVDA的相对强势可能会限制下行空间。
The $900 target by Q3 seems ambitious given the current macro environment and potential for broader market corrections, even for a growth stock like NVDA. I'm not seeing the catalysts for that kind of sustained upward pressure in the next few months.
I'm also watching NVDA closely. While the run-up has been impressive, I'm a bit more cautious on the $900 target by Q3 given potential broader market headwinds and the recent consolidation. What specific catalysts do you see driving it higher in that timeframe?
Interesting take on NVDA. I'm also watching that $122.55 (USD equivalent $15000ish) level closely. Do you see any specific catalysts beyond general market sentiment that could drive it back to $900 by Q3?
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