$英偉達 (NVDA.US)$ 以季度300億營收，環比10%左右增速的水平來看，7-8季可以追上微軟600+的營收能力，12季後可以追上蘋果900+營收能力，但是現在已經提前定價成市值第一了
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Nathan Hannah
讚並評論了
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讚並評論了
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![[酷]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "酷"){kind=small}
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$阿斯麥 (ASML.US)$ 最近的業績似乎引發了不少關注。儘管營收和利潤數據表現強勁，但訂單量的下降和未來的指導指引卻讓人感到擔憂，尤其是在半導體行業整體不確定性的背景下。雖然對AI芯片的需求依然旺盛，但其他領域的疲軟可能會影響整體表現。![]()
ASML的IT部門要遭殃了呀
ASML的IT部門要遭殃了呀
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Nathan Hannah
評論並參與了投票
中國股市在九月底持續上漲，受到中國人民銀行宣布的新刺激措施推動，以振興陷入困境的經濟。
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進一步閱讀：
解讀中國新財政政策措施：支持經濟復甦與風險緩解
投資者如何使用etf參與中國市場狂熱
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許多精明的牛友正在從這個巨大的交易中獲得正面回報...
解讀中國新財政政策措施：支持經濟復甦與風險緩解
投資者如何使用etf參與中國市場狂熱
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Nathan Hannah : 兄弟，你真棒！