---
title: "利率仍然是實現股市持續增長的關鍵；高盛頂級交易員預計 “Tokenmaxxing” 將在第一季度達到峯值"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/287238734.md"
description: "在過去的一夜，高盛的 One-Delta 部門負責人 Rich Privorotsky 指出，英偉達似乎為亞洲硬件供應鏈注入了新的活力……軟銀集團上漲近 20%，而 KOSPI 指數上漲約 8%，人工智能和硬件繼續引領市場。英偉達的多頭與空頭"
datetime: "2026-05-21T14:32:20.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287238734.md)
  - [en](https://longbridge.com/en/news/287238734.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287238734.md)
---

# 利率仍然是實現股市持續增長的關鍵；高盛頂級交易員預計 “Tokenmaxxing” 將在第一季度達到峯值

Overnight, Goldman's One-Delta desk-head, Rich Privorotsky, noted that NVDA seemingly breathed life back into the Asia hardware supply chain...

**S****oftBank Group up nearly 20%**, and the**KOSPI up ~8% over**with AI and hardware continuing to lead.

## NVDA Bull vs Bear

### 相關股票

- [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md)
- [NVDY.US](https://longbridge.com/zh-HK/quote/NVDY.US.md)
- [SMH.US](https://longbridge.com/zh-HK/quote/SMH.US.md)
- [NVDL.US](https://longbridge.com/zh-HK/quote/NVDL.US.md)
- [NVDU.US](https://longbridge.com/zh-HK/quote/NVDU.US.md)
- [NVDX.US](https://longbridge.com/zh-HK/quote/NVDX.US.md)
- [XLK.US](https://longbridge.com/zh-HK/quote/XLK.US.md)
- [SOXL.US](https://longbridge.com/zh-HK/quote/SOXL.US.md)
- [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md)
- [GS.US](https://longbridge.com/zh-HK/quote/GS.US.md)
- [9984.JP](https://longbridge.com/zh-HK/quote/9984.JP.md)
- [SFTBY.US](https://longbridge.com/zh-HK/quote/SFTBY.US.md)
- [W4VR.SG](https://longbridge.com/zh-HK/quote/W4VR.SG.md)
- [NVD.DE](https://longbridge.com/zh-HK/quote/NVD.DE.md)

## 相關資訊與研究

- [對沖基金趁芯片股強勁反彈獲利了結，但維持人工智能整體佈局](https://longbridge.com/zh-HK/news/287218042.md)
- [AI 晶片丨黃仁勳：輝達基本將中國市場讓給華為](https://longbridge.com/zh-HK/news/287151485.md)
- [輝達 Vera CPU 將切入 2,000 億美元市場，對打 Intel 與 AMD](https://longbridge.com/zh-HK/news/287129335.md)
- [微星奪 COMPUTEX 2026 Best Choice Award 多項大獎](https://longbridge.com/zh-HK/news/287175244.md)
- [EJFQ 信析丨出口撐起企業盈利 韓股逢低吸納](https://longbridge.com/zh-HK/news/286976027.md)