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”

非农数据来袭！能否重燃降息预期？

特朗普对全美发表讲话，未提供停火时间表，并发出进一步打击伊朗基础设施的威胁，美股低开。但此后伊朗霍尔木兹通道协议草案的消息推动标普、纳指惊险收涨。周五休市，本周是伊朗战争爆发以来美股首个上涨周。【周五3月非农就业数据将发布，大家觉得降息预期能否重燃？美股还会继续跌吗？】

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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