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大成_5249

大成_5249

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02-23

布局应遵循抓确定、避炒作、分阶段原则，优先卡位上游核心零部件，择优布局高壁垒整机与落地场景。坚决避开无订单、无产能、无客户的纯题材小票；警惕行业扩产过快导致的短期竞争加剧，龙头份额会更集中。

2025-12-06

2025曾经最高有175%，后面有回落，现在70%也算满意吧还有15个交易日，2026继续加油改进一下模式，期待2026能有150%加油

2025-06-29

$Faraday Future Intelligent Electric Inc(FFAI)$ 加油FF

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