牛牛牛豆腐干豆腐
11-29
摩根大通26年的投资主线，和瑞银相似，AI+出海+反内卷+K型复苏中的消费股，其中AI这条主线，押注的是AI全产业链长周期，包括云、半导体、储能，他们认为的中国AI链最强组合[开心][财迷]
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人民币升值！港A能否走出独立行情？
12月1日，人民币兑美元中间价报7.0759，上调30点，升值至2024年10月14日以来最高。据CME“美联储观察”：美联储12月降息25个基点的概率为87.4%，维持利率不变的概率为12.6%。【人民币升值，能否给港A市场带来一波利好？】
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。
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MaudNelly
11-29
MaudNelly
AI全产业链爆发在即！储能赛道要起风了[得意]
ClarenceNehemiah
11-29
ClarenceNehemiah
AI全产业链布局够硬核，储能半导体云端全都要！
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