亿千
10-15
如果不做稀土 我还考虑啥.
无人机. 美国独立自主去替代大疆的无人机.
财报好转的大麻
以及刺激的机器人.优先顺序不变.
这是我的认知. 我们可以看到周五这3个板块怎么样.
押注特朗普！核能大涨，稀土回调，谁还有机会？
最近摩根士丹利列出了一个“国家安全主题核心股票池”，涵盖稀土、锂矿、电池、核能四大赛道，押注未来十年的AI与能源安全！ 包括稀土板块的 $The Metals Company(TMC)$ , $United States Antimony Corp(UAMY)$ , 等，涨幅都超过了400%；核能板块的 $Oklo Inc.(OKLO)$ , $Energy Fuels Inc(UUUU)$ , 等，也是迎合了“清洁能源+地缘安全”双重逻辑，持续走强；AI算力能源链的 $AMERICAN BATTERY TECHNOLOGY CO(ABAT)$ 等 ，也是资金的新宠。【想要押注“特朗普概念股”，大家更看好哪些板块？稀土回调，会有机会吗？】
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。
分享至
微信
复制链接
精彩评论
可乐按钮
10-15
可乐按钮
明白大佬，无人机这次我要跟上你
可乐按钮
回复
亿千
:
买了150股MP，不懂稀土，但是相信大佬
亿千
回复
可乐按钮
:
随你. 那几个标的 谁知道. 我自己平铺了几个
可乐按钮
回复
亿千
:
mp吗
亿千
回复
可乐按钮
:
可以参与稀土了
可乐按钮
回复
亿千
:
那我还是捂着PLTR吧
全部10条回复
查看全部11条评论
APP内打开
发表看法
11
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":489421811019864,"tweetId":"489421811019864","gmtCreate":1760514676602,"gmtModify":1760515308841,"author":{"id":3566290818801808,"idStr":"3566290818801808","authorId":3566290818801808,"authorIdStr":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":116,"starInvestorFlag":false},"themes":[{"themeId":"4e5b2b0a12ab45609e8cb4d0b470c96b","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"押注特朗普！核能大涨，稀土回调，谁还有机会？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":4e5b2b0a12ab45609e8cb4d0b470c96b}&rnconfig={\"headerBarHidden\": true}","description":"最近摩根士丹利列出了一个“国家安全主题核心股票池”，涵盖稀土、锂矿、电池、核能四大赛道，押注未来十年的AI与能源安全！\n包括稀土板块的 $The Metals Company(TMC)$ , $United States Antimony Corp(UAMY)$ , 等，涨幅都超过了400%；核能板块的 $Oklo Inc.(OKLO)$ , $Energy Fuels Inc(UUUU)$ , 等，也是迎合了“清洁能源+地缘安全”双重逻辑，持续走强；AI算力能源链的 $AMERICAN BATTERY TECHNOLOGY CO(ABAT)$ 等 ，也是资金的新宠。【想要押注“特朗普概念股”，大家更看好哪些板块？稀土回调，会有机会吗？】","image":"https://static.tigerbbs.com/e61e5c76bd2479c96d8cdb3f8fcc89e5"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>如果不做稀土 我还考虑啥.</p>\n<p> 无人机. 美国独立自主去替代大疆的无人机.</p>\n<p>财报好转的大麻</p>\n<p> 以及刺激的机器人.优先顺序不变.</p>\n<p>这是我的认知. 我们可以看到周五这3个板块怎么样.</p></body></html>","htmlText":"<html><head></head><body><p>如果不做稀土 我还考虑啥.</p>\n<p> 无人机. 美国独立自主去替代大疆的无人机.</p>\n<p>财报好转的大麻</p>\n<p> 以及刺激的机器人.优先顺序不变.</p>\n<p>这是我的认知. 我们可以看到周五这3个板块怎么样.</p></body></html>","text":"如果不做稀土 我还考虑啥. 无人机. 美国独立自主去替代大疆的无人机. 财报好转的大麻 以及刺激的机器人.优先顺序不变. 这是我的认知. 我们可以看到周五这3个板块怎么样.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":11,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/489421811019864","repostId":0,"isVote":1,"tweetType":1,"viewCount":5919,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":150,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":489434389193384,"commentId":"489434389193384","gmtCreate":1760517914930,"gmtModify":1760518103956,"authorId":4198034348517502,"author":{"id":4198034348517502,"idStr":"4198034348517502","authorId":4198034348517502,"name":"可乐按钮","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.02","exceedPercentage":"93.42%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":489421811019864,"objectIdStr":"489421811019864","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"明白大佬，无人机这次我要跟上你","text":"明白大佬，无人机这次我要跟上你","html":"明白大佬，无人机这次我要跟上你","likeSize":0,"commentSize":10,"subComments":[{"id":492747118301952,"commentId":"492747118301952","gmtCreate":1761320337182,"gmtModify":1761320543654,"authorId":4198034348517502,"author":{"id":4198034348517502,"idStr":"4198034348517502","authorId":4198034348517502,"name":"可乐按钮","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.02","exceedPercentage":"93.42%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3566290818801808,"repliedAuthor":{"id":3566290818801808,"idStr":"3566290818801808","authorId":3566290818801808,"name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":489421811019864,"objectIdStr":"489421811019864","type":1,"supId":489434389193384,"supIdStr":"489434389193384","prevId":492716883682128,"prevIdStr":"492716883682128","content":"买了150股MP，不懂稀土，但是相信大佬","text":"买了150股MP，不懂稀土，但是相信大佬","html":"买了150股MP，不懂稀土，但是相信大佬","disclaimerType":0},{"id":492721572786688,"commentId":"492721572786688","gmtCreate":1761314064920,"gmtModify":1761314424080,"authorId":3566290818801808,"author":{"id":3566290818801808,"idStr":"3566290818801808","authorId":3566290818801808,"name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":4198034348517502,"repliedAuthor":{"id":4198034348517502,"idStr":"4198034348517502","authorId":4198034348517502,"name":"可乐按钮","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.02","exceedPercentage":"93.42%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":489421811019864,"objectIdStr":"489421811019864","type":1,"supId":489434389193384,"supIdStr":"489434389193384","prevId":492719475495624,"prevIdStr":"492719475495624","content":"随你. 那几个标的 谁知道. 我自己平铺了几个","text":"随你. 那几个标的 谁知道. 我自己平铺了几个","html":"随你. 那几个标的 谁知道. 我自己平铺了几个","disclaimerType":0},{"id":492719475495624,"commentId":"492719475495624","gmtCreate":1761313681249,"gmtModify":1761313884039,"authorId":4198034348517502,"author":{"id":4198034348517502,"idStr":"4198034348517502","authorId":4198034348517502,"name":"可乐按钮","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.02","exceedPercentage":"93.42%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3566290818801808,"repliedAuthor":{"id":3566290818801808,"idStr":"3566290818801808","authorId":3566290818801808,"name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":489421811019864,"objectIdStr":"489421811019864","type":1,"supId":489434389193384,"supIdStr":"489434389193384","prevId":492716883682128,"prevIdStr":"492716883682128","content":"mp吗","text":"mp吗","html":"mp吗","disclaimerType":0},{"id":492716883682128,"commentId":"492716883682128","gmtCreate":1761313299822,"gmtModify":1761313524147,"authorId":3566290818801808,"author":{"id":3566290818801808,"idStr":"3566290818801808","authorId":3566290818801808,"name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":4198034348517502,"repliedAuthor":{"id":4198034348517502,"idStr":"4198034348517502","authorId":4198034348517502,"name":"可乐按钮","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.02","exceedPercentage":"93.42%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":489421811019864,"objectIdStr":"489421811019864","type":1,"supId":489434389193384,"supIdStr":"489434389193384","prevId":489621287161952,"prevIdStr":"489621287161952","content":"可以参与稀土了","text":"可以参与稀土了","html":"可以参与稀土了","disclaimerType":0},{"id":489777349783704,"commentId":"489777349783704","gmtCreate":1760602119753,"gmtModify":1760602350362,"authorId":4198034348517502,"author":{"id":4198034348517502,"idStr":"4198034348517502","authorId":4198034348517502,"name":"可乐按钮","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.02","exceedPercentage":"93.42%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3566290818801808,"repliedAuthor":{"id":3566290818801808,"idStr":"3566290818801808","authorId":3566290818801808,"name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":489421811019864,"objectIdStr":"489421811019864","type":1,"supId":489434389193384,"supIdStr":"489434389193384","prevId":489771276681600,"prevIdStr":"489771276681600","content":"那我还是捂着PLTR吧","text":"那我还是捂着PLTR吧","html":"那我还是捂着PLTR吧","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/489421811019864"}
精彩评论