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NVDU下跌到100后买入，目前价格在60左右，相当宽裕。平均价格为78。
虽然黑韦尔（Blackwell）的20万个外销单位暂时贡献有限，但在承接单位订单、建立自家AI服务器单元、与富士康（FOXCONN）合作等方面，有效布局向AWS和AZURE施加压力，成功针对下一代市场。如果毛利率下降到50%以下，可能是说再见的时候。
虽然黑韦尔（Blackwell）的20万个外销单位暂时贡献有限，但在承接单位订单、建立自家AI服务器单元、与富士康（FOXCONN）合作等方面，有效布局向AWS和AZURE施加压力，成功针对下一代市场。如果毛利率下降到50%以下，可能是说再见的时候。
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$Doximity (DOCS.US)$ 希望再次加速增长
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$超微电脑 (SMCI.US)$ 虽然只能来回两次，但在分拆之前逃跑是明智的决定。虽然只赚了大约3万美元，但只要认真工作并且重新回到社会，就可以过着正当的生活。
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$Direxion Daily NVDA Bull 2X Shares (NVDU.US)$ 好的下跌机会出现了。劳动节过后的机会概率很高。上次下跌只回到了700，所以后面再买入300股，静静等待明年的黑色星期五销售额。
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鳥貴族 楼主 : SBI已经记录到23号了![[调皮]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "调皮")
这里是昨天19号的交易明细。