Replying t_老虎社区_美港股上老虎

2025-12-31

Replying to @effortless:划重点，无限的//@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”

美股财报季开启！.SPX涨势能否持续？

周五，美国最高法院暂未公布对特朗普关税的判决，非农就业数据好坏参半，标普500涨0.6%，创新高，纳指100涨1%。非农报告强化了市场对于美联储1月维持利率不变的预期，【本周新一轮财报周即将开启，后市资本市场将如何演绎？现在你的操作策略是？】

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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TODAMOON
2025-12-31
TODAMOON
英伟达稳赢，AI需求爆棚！

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