#TradFi交易分享挑战 Huang Renxun's visit to China sparks excitement in the tech industry! Nvidia's entire supply chain is experiencing a surge, with related hot stocks showing signs of movement!



Deep analysis of Nvidia (NVDA) stock's medium- and long-term trends
(1) Short-term trend: Sentiment-driven, mainly oscillating upward. Huang Renxun's visit to China is a major industry positive, combined with the ongoing global AI computing power demand, Nvidia's short-term performance certainty is very high, with revenue and profit expected to continue exceeding expectations. Technically, after a slight correction earlier, the stock shows strong capital support, likely to maintain a sideways upward pattern in the short term, with the potential to break through previous highs.
(2) Mid-term trend: Earnings are king, supporting high-level oscillation. Global large model training and AI application deployment are still in the explosive early stage. Nvidia's high-end chips are in short supply, with order schedules continuously extending. The next 2-3 quarters are still expected to see high growth in performance. As long as AI computing power demand does not significantly decline, Nvidia's stock price will remain strong at high levels, driven mainly by earnings.
(3) Long-term trend: Two major risks to watch
1. Continued tightening of global semiconductor export restrictions, hindering overseas market expansion;
2. Domestic AI chip acceleration replacing foreign ones, with AMD and Intel continuing to catch up, leading to market share being diverted. In the long run, Nvidia remains the absolute leader in AI computing power, but with high valuation, if growth slows down, the stock price is likely to enter a high-level wide-range oscillation, no longer maintaining a one-way surge.

Huang Renxun's visit to China is not just a simple business exchange but also a signal of a new wave of explosion in the global AI computing industry. Nvidia benefits in the short term from sustained demand, and its strong upward pattern is unlikely to change. $NVDA
NVDA-0.85%
AMD-0.61%
INTC-0.88%
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MasterChuTheOldDemonMasterChu
· 52m ago
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Miss_1903
· 1h ago
To The Moon 🌕
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BlackBullion_Alpha
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BlackBullion_Alpha
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discovery
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discovery
· 1h ago
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HighAmbition
· 2h ago
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· 2h ago
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CryptoCircleRhinoBrother
· 2h ago
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