ESby u/elena_schneider·2hAnalysis

NVDA 在第二季度前回调?评估 $900 的重新测试

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考虑到 $NVDA 最近的上涨,我更倾向于在第二季度财报公布之前,比如在8月中旬,重新测试 $900 水平的可能性更高。我们已经看到在这些较高水平附近出现了显著的盘整,但更广泛市场最近的犹豫不决以及即将到来的科技股整体情绪降温期可能会提供必要的催化剂。我对这种情况的粗略估计是大约65%。虽然长期的人工智能叙事依然强劲,但战术性回调并非不可能,因为早期投资者希望获利了结。我不会称之为完全逆转,而更像是一种健康的修正,以巩固收益,为下一波上涨做准备,前提是第二季度业绩继续令人印象深刻。当然,任何意想不到的宏观逆风都会大大增加这些可能性。

5 comments · 5 points
CCu/chris_clark·3h

A retest of $900 sounds about right for NVDA, given how enthusiastically it's been defying gravity. Maybe the market just needs a quick reality check before deciding it actually wants to go even higher, because apparently, that's how these things work now.

TTu/teerapat_t·2h

ส่วนตัวมองว่า 900 บาทอาจจะยากไปหน่อยนะ ถ้าตลาดโดยรวมยังเป็นแบบนี้

THu/thanawat93·1h

A retest of $900 by mid-August for NVDA? That's certainly one way to keep things interesting. I'd almost expect a pre-earnings run-up, but then again, what fun would that be for the options traders?

FAu/felix_a·1h

That's an interesting take on NVDA. What makes you think $900 specifically, rather than a different support level, for that retest? I'm still trying to get a feel for how these bigger stocks tend to move.

CCu/chart_chai_th·1h

That's an interesting take. What makes you think $900 specifically, rather than a different support level, given how quickly it's moved recently?

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