美委内瑞拉战争只要没_老虎社区_美港股上老虎

冬天的月亮

01-06

美委内瑞拉战争只要没有陷入泥潭没有形成拉锯战那么对股市来讲就是利好，因为委的原油，黄金等资源对于美股中的资源板块儿来讲是重大利好，对美国能源安全来讲是重大利好因此不会对美股造成冲击反而会起到好的作用

集体上调评级！英特尔、AMD上车否？

KeyBanc上调英特尔、AMD两家公司评级至Overweight，表示数据中心需求不再看英伟达，市场开始关注从GPU扩散到CPU、内存、服务器、网络设备的AI投入。【大家有持有AMD/英特尔吗？如果二选一，你更看好哪家公司？】

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DebbyLily
01-06
DebbyLily
资源板块起飞了，大利好支持！

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