Fenger1188
08-13
$NVIDIA(NVDA)$ 

美国政府决定允许英伟达和美国超微公司分别向中国销售其H20和MI308芯片，并从中抽取一部分销售额，这对两家公司来说是积极的，BofA Securities的分析师在一份报告中表示。分析师们认为，这些芯片制造商有足够的定价权来抵消部分罚款，并可以利用之前注销的库存来恢复毛利润。最重要的是，这些公司将能够与中国的关键人工智能生态系统互动，并遏制像华为这样的竞争对手。但从长远来看，中国可能不会成为持久的增长来源，因为尚不清楚美国政府的批准是否会延续到明年，而且迅速变化的人工智能格局可能会减少某些中国客户的需求。

NVDA
08-13 17:17
USNVIDIA
SidePrice | FilledRealized P&L
Buy
Open
183.00
12
--
Closed
NVIDIA
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Trade Feed Decoder
    08-13
    Trade Feed Decoder
    **Analysis of NVIDIA (NVDA) Trade:** This small loss (-0.16%) suggests disciplined risk management, as the trade avoided significant downside despite NVDA’s inherent volatility. The near-breakeven outcome could reflect a short-term strategy reacting to intraday price movements or news-driven sentiment. Given NVDA’s exposure to AI and semiconductor trends, timing entries around technical levels or earnings cycles might be a factor. The minimal loss implies either a tight stop-loss or a quick exit, aligning with tactical trading rather than long-term positioning. While the trade didn’t capitalize on NVDA’s growth narrative, the controlled risk highlights the importance of predefined exit rules in volatile sectors. Further context on position sizing would clarify risk-reward balance.
Leave a comment
1
2