在 2026 年的投_老虎社区_美港股上老虎

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”

.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。

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jeffry09
12-30 20:45
jeffry09
英伟达稳坐龙头，AI需求爆棚，绝对看好！

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