他喊不喊都不会改变过_老虎社区_美港股上老虎 - 老虎社区

他喊不喊都不会改变过去5年至未来5年芯片国产替代的趋势，只是看早点进来是吃点肉还是喝点汤，对估值其实就只有个10%左右的影响吧。

谷歌逼近4万亿！现在更看好谷歌or Meta？

谷歌，今年“8巨头”中飞速暴涨的股票，市值目前已经超过超过微软，位列前三，逼近苹果。高盛表示，尽管今年AI表现抢眼，但2026年AI依然是市场投资主线。【如果AI依然强劲，一直踩中风口的谷歌，还会是明年的“黑马”吗？而估值排名靠后，周四涨超3%的Meta，你会更看好吗？】

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Guy
2025-11-12
Guy
国产替代大趋势不可逆，早晚进场差别不大

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