期权大圣
评论了
$英伟达 (NVDA.US)$ 今天大概率会回涨，但依然有风险，smci 4月30日才出业绩，但没有预告预期如何，市场对ai未来局势产生迷茫态度，加上中东局势不稳定，还是有再回调的可能性
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期权大圣
评论了
$超微电脑 (SMCI.US)$ 今天是整个芯片行业的惊慌日，所以你必须下定决心买入指数，买入一篮子。我不一定是说要买个股，因为如果你碰巧选择了那些因为产品过渡而表示明年同比收入增长将保持平稳的公司，你将损失20%的利润，就像aslm光刻机一样。但这些都是因垃圾大量抛售而造成的……
已翻译
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