很多人認為AI party已經結束了,就象網絡泡沫一樣

本帖於 2024-06-24 11:57:20 時間, 由普通用戶 三心三意 編輯

Dont forget that dotcom bubble bursted because of dramatic slow down of earning growth, started from Intel missing revenue target by a big margin, not because of high stock price.

So far, there is zero sign of any such earning slow down in AI. This is just a normal correction.

所有跟帖: 

三哥的倉位大麽? -darkrifle- 給 darkrifle 發送悄悄話 darkrifle 的博客首頁 (0 bytes) () 06/24/2024 postreply 12:00:32

完全同意~~~ -春綠酒濃- 給 春綠酒濃 發送悄悄話 (0 bytes) () 06/24/2024 postreply 13:02:46

就算行情繼續下去,NVDA從今天收盤價位砸回50天線,也是15-20%的賬麵損失 -dividend_growth- 給 dividend_growth 發送悄悄話 dividend_growth 的博客首頁 (0 bytes) () 06/24/2024 postreply 13:56:06

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