我平仓了$英伟达(N_老虎社区_美港股上老虎 - 老虎社区

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万法隐世仙君
04-26

我平仓了$英伟达(NVDA)$ ,

自2025年4月15日H20系列对

华禁运后，英伟达股价已下跌

14%，中国市场收入占其总销售

额的13%-14%，但数据中心业务

中仅占3%-6%。尽管风险

部分被市场消化，但5月15日即

将生效的“AI扩散规则”可能进一

步影响主权国家10%的销售额，

导致EPS在2026和2027财年分

别额外下降14%和11%。

·中国本土半导体企业可能填补市

场空白，加剧竞争压力

NVDA

04-26 14:39

US英伟达

方向	价格	已实现盈亏
卖出平仓	110.00	+1.32% 已结束

# 掘金交易单：你关注了哪些厉害的“宝藏投资者”？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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