BlockBeats 消息,2 月 25 日,据 Coinbob 热门地址监控显示,明日清晨英伟达财报将拉开帷幕,市场目光聚焦于这份业绩或将如何牵动全球 AI 产业链的情绪与定价。
在 Hyperliquid 上,围绕 NVDA(英伟达映射合约)的多空对峙已然成型。几位知名交易员与机构的千万级仓位,静待风向。
0xRay(X:0xRay518),现链上 NVDA 最大多头,持仓 1644 万美元多单,均价 190 美元;
CBB(X:Cbb0fe),现链上 NVDA 最大空头,持仓 1050 万美元空单,均价 187 美元;
Continue Capital(X:Continue_VC)相关地址持仓多单,持仓 996 万美元,均价同样落在 190 美元。
布局未止步于英伟达本身,除 0xRay 外,CBB 与 Continue Capital 相关地址在持有 NVDA 的同时,均布局了相同方向的 MU(美光)、SNDK(闪迪)相关 AI 产业链标的仓位,规模均达数百万美元。
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