NVDA将2028年指引上调至70%引发市场关注;当前价格走势不确定(处于“待售”状态),今日开盘将决定是向232-236美元区间推进还是出现动能减弱/噪音较大的交易日。
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人们都在观望,等待 Nvidia 会有什么动作?
people were on hold waiting to see what would Nvidia do?
当 Jensen 说 2028 年的指引将上调至 70%,而市场原本预期只有 45% 时,盘后市场因此被点燃。
when when Jensen said that, you know, 2028's going to be 70% you know, guidance raised when the street thought it was going to be 45% and that's what ignited the market after hours.
我们将看看会发生什么,看看 Nvidia 会怎样。Nvidia 目前仅回升至上周一的水平。今早有 12 次评级上调,确实是 12 次。所以问题是,Nvidia 会高开吗?会在致命早盘(fatal morning)中被抛售,还是会高开,给那些昨晚没买入或没有期权头寸的人提供机会?
And we'll see what happens with you know, we'll see what happens with Nvidia. Nvidia is only back to where it was last Monday. You know, you had there are 12 upgrades this morning. 12. So, the question is, will Nvidia open up and will they sell it down in fatal morning or will it open up and give people an opportunity if they didn't buy it last night or they're not in options.
记得我昨天建议你们做看涨期权价差策略,买入 215 美元、卖出 225 美元的 Call Spread。希望它能保持在 225 美元以上,这样你就能获得最大收益。你知道,这能带来 300-400% 的回报。
Remember I told you guys to do a call spread yesterday, 215's by 225's and hopefully it holds above 225 and you max out. You know, and you can make 3-400%
问题是 Nvidia 会高开吗?它上涨了 14 点,报 224 美元。所以它在 222 美元上方,但在 227 美元下方。它会在致命日(fatal day)高开吗?还是会高开?
它会给出一个可供交易的水平位,让一直在等待的人可以买入股票吗?会给出一个好的缺口枢轴点(gap pivot)吗?记得我们讨论过缺口枢轴点,这能否转化为波段做多,进而突破 227 美元,然后在某个时刻达到 232 到 236 美元?
question is will will Nvidia open up? It's up 14 points. It's at 224. So, it's above 222, it's below 227. Will it open up in fatal day? Or will it open up? Will it give you a level to trade against where you can buy the shares if you were waiting? Give you a a good gap pivot. Remember we talked about gap pivots and can that turn into a swing long to then take out 227 and then at some point 232 to 236.
如果 Nvidia 能在那里守住,那就太好了。
it would be really nice if Nvidia could hold up there.
有人问:“我该怎么办?我之前让大家买的 230 美元看涨期权。”我不知道。我不知道权利金会是多少。我确实以 1 美元的价格加仓了一部分。我持有的数量太多了。如果能推高,我能挽回一些损失,也许赚点小钱,然后弄清楚 Nvidia 如何为本周剩余时间和下周奠定基础就好了。
如果它高开并全天走弱,很可能是一团嘈杂的混乱。如果它高开,给出一个缺口枢轴点并推高,那么可能有一些强劲动能,下周可能会突破 232 到 236 美元。但就目前而言,你不知道我们会看到什么样的 Nvidia。
感觉它已经挂牌出售了一个半星期了。这很烦人,但今天会给我们更多的清晰度。
Someone said, "What am I going to do with my 230 calls that I told everyone to buy?" I don't know. I don't know what the premium's going to be. You know, I did add to some of it a dollar. I have way too many of them. It'd be nice if this could push and you know, I could salvage some, maybe make a little bit and then figure out what Nvidia does to base the rest of the week and and next week on. If it opens up and fades all day, chances are it's going to be a noisy mess. If it opens up, gives you a gap pivot and pushes, chances are maybe there'll be some power momentum and next week it'll be taken out 232 to 236, but at this point you don't know what kind of Nvidia we're going to have. Feels like it's been for sale for a week and a half. It's been a pain in the butt, but today will give us a little bit more clarity.
他说在等什么
他自己说在等的东西,一段话一条记录。同一件事说过几次就出现几次,我们不合并,也不判断它有没有兑现。
这个频道对 $NVDA 的历次判断
T3 Live 在这只股票上只有这一条判断。