持仓解说 CRWV$_老虎社区_美港股上老虎

请叫我瞳哥

06-02

持仓解说

CRWV$CoreWeave, Inc.(CRWV)$

守好，第一目标价格138，当达到再决定去留。

SOUN和PTC$SoundHound AI Inc(SOUN)$

$PTC Inc.(PTC)$

分别盘前以9.18和143.49上车，物理AI概念池中认为比较适合上车的。短则两周，长则月底将获利了解。

持仓剩下的个股

NNE和CRML是最近比较有机会突破大幅上涨的，NNE+11%，CRML+6%，继续卧倒等待。

APP，DXYZ也是水上，只有FIGR目前比较难受，浮亏10%，也是继续卧倒等待。

接下来的时间会持续关注物理AI概念，会持续更新，对物理AI概念感兴趣或持有关于的标的小伙伴，请关注我哈！[得意]

Meta周三财报，AI烧钱换增长的账算得平吗？

Meta将于本周三（7/29）盘后发布财报，广告主业的韧性与AI推荐带来的变现效率是基本盘看点，而资本开支指引则牵动市场神经。2026年以来Meta股价为负，投资者担心其在AI基础设施上的巨额投入短期难见回报。Llama与AI硬件等新叙事能否支撑估值？这份财报是增长加速器，还是烧钱的警示灯？

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。

精彩评论

宇智波萨斯给
06-03
宇智波萨斯给
航天太难熬了
- 请叫我瞳哥:
  守得云开见月明。心态放好，短暂的失礼并不代表最终的结果！[龇牙]
宇智波萨斯给
06-02
宇智波萨斯给
最少150
- 请叫我瞳哥回复宇智波萨斯给:
  几个点的利润，做T不划算。如果仓位较小，可以适当加仓，以获得更乐观的利润。
- 宇智波萨斯给回复请叫我瞳哥:
  昨天没做T后悔
- 请叫我瞳哥:
  如果强势突破138，看再187[得意]
Mico.
06-07
Mico.
soun跌麻了，怕他跌归0

发表看法

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