芯片股谁强谁弱？

经过3.19的 $超微电脑(SMCI)$ 增发的干扰，芯片股情绪整体回调。

$英伟达(NVDA)$ 作为龙头且有GTC护驾，虽然不跌反涨，但是IV也掉了不少； $美国超微公司(AMD)$ 甚至连偏度都转负了。

现在只有meme股 $SoundHound AI Inc(SOUN)$ 情绪还行，其他的都在回调。

可是，当市场仅剩投机情绪的时候，短期往往容易见顶。

图1：偏度，目前SMCI和AMD为负（Put更贵）

图2：IV对比，均有所下降

英伟达看至$1200！财报前赶紧加仓？

英伟达将于5月22日公布季度业绩，今天 $英伟达(NVDA.US)$盘前开始冲高，收盘大涨3.58%！当前KeyBanc资本市场分析师将英伟达的目标股价定为1200美元，【你现在会加仓英伟达吗？即将发财报的英伟达股价能破1200吗？】

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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