Dan Ives 2026年选股出炉！“Top 5”无英伟达，合理吗？

悬赏1000虎币

Wedbush 证券分析师 Dan Ives畅谈2026年最值得持有的5只科技股：微软、苹果、特斯拉、Palantir、CrowdStrike。名单中无英伟达。

快来看看这位华尔街“大多头”的分析：

英伟达，能排得上你的2026 List Top 5吗？Dan Ives的选股，小虎们是否看好？[贱笑]

评论区分享你的看法，一起赢取虎币奖励！ $微软(MSFT)$ $苹果(AAPL)$ $特斯拉(TSLA)$ $Palantir Technologies Inc.(PLTR)$ $CrowdStrike Holdings, Inc.(CRWD)$

.SPX年内+17%！后市将会如何演绎？

美联储12月货币政策会议纪要显示，“大多数”与会者支持12月降息，其中少数本可能支持按兵不动。不过，美联储对明年初降息态度仍显谨慎。美股三大股指三连跌，年末交易情绪冷淡。【今年仍实现两位数涨势的.SPX，大家看好明年表现吗？降息预期谨慎，2026年Q1你是看涨or看跌？】

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。

悬赏1000虎币截止至01/20 15:59

发起者将在悬赏结束前选出最佳恢复并分配虎币

精彩评论

effortless
12-30 20:05
effortless
在 2026 年的投资主线中，AI 依然是绝对的主角，而英伟达就是这出大戏里的“男主角”。
● 地位稳固：无论是摩根士丹利（Morgan Stanley）还是美国银行证券（BofA Securities），在评选 2026 年首选芯片股或核心标的时，英伟达都稳居第一。
● 核心逻辑：全球对 AI 算力的需求被认为是“无限的”
- 寂寞的演奏家:
  划重点，无限的
一路走来cd
11:19
一路走来cd
大资金优选苹果和微软，寻求成长性选择pltr或者crwd。
特斯拉，需要信仰才能拿的住
春风不解夏季情
05:17
春风不解夏季情
没有把英伟达列入我想大概率是因为英伟达太贵了其实英伟达在科技股中的地位是蛮重要的
追梦999
05:07
追梦999
没有英伟达是不合理的，因为他是当代科技进步的卖铲人。没有把它列入的原因是它太贵了
躺平躺到地狱了
04:49
躺平躺到地狱了
没有英伟达是不合理的，因为他是当代科技进步的卖铲人。没有把它列入的原因是它太贵了
畜牧教主马斯克
00:00
畜牧教主马斯克
谷歌都没有，前景稳定和市盈率低的股票才是优质标的。特斯拉和pltr这两个市盈率上天，前景不明朗的公司也有就知道没啥参考价值了

发表看法

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