摩根大通26年的投资_老虎社区_美港股上老虎 - 老虎社区

牛牛牛豆腐干豆腐

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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AI+全线爆发！港A市场继续看涨？

2025年下半年港股市场明显开始落后，2026年开年以来，“春季躁动”的开门红如约而至，A股实现16连阳并创新高，但港股却仍然“缺席”，A股再次“领跑”。【后市大家更看好哪一边？港股能否走出补涨追赶？】

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。

精彩评论

MaudNelly
2025-11-29
MaudNelly
AI全产业链爆发在即！储能赛道要起风了[得意]
ClarenceNehemiah
2025-11-29
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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