段永平开始买英伟达了,今天:“尽管没完全看懂,但准备sell put一点NVDA,英伟达其实是个很不错的公司”去年段老师还后台评论过我们一篇文章,挑了个小错误,那天是option到期日导致的英伟达大跌。段老师应该在持续观察英伟达,但谈论的焦点似乎都在苹果和腾讯。今天开始买入,意味着什么?意味着英伟达到了新阶段。1. 年初至今,尤其是中国DS开源激活的生态繁荣,推动算力结构以超预期的速度,从训练切换...
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