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$英伟达 (NVDA.US)$ 美国10年期国债如果降到1.5%，GDP可能会下降8.9%。股票市场会变得像过山车一样。虽然过程中可能会有10%的反弹，但我认为大家在未来一年多的时间里仍然会持悲观态度。这是个短期做空笑到最后的市场！让我们一起赚吧！
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$英伟达 (NVDA.US)$ 另外，对于那些打算长期持有的人来说，这可能很残酷，但已经有Bloomberg等多次报道，MAG7们由于不喜欢高昂的芯片成本，正在转向自家生产的AI芯片。
我想之后的推力是DEEPSEEK。
所以我认为Nvi会稳定在70-90的适当值左右。
更进一步来说，也可以看到从AI半导体泡沫中转移的声音…。
我想之后的推力是DEEPSEEK。
所以我认为Nvi会稳定在70-90的适当值左右。
更进一步来说，也可以看到从AI半导体泡沫中转移的声音…。
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ゆにちゃーむ 182423010 楼主 : 您是否认为国债利率下跌会导致GDP下跌？