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大碗888
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大碗888
大碗888
·
02-14 07:31
纳斯达克指数已经连续大涨三年AI人工智能炒作比较充分，股价基本充分反映了，AI人工智能浪潮下公司的估值，有的甚至产生了比较严重的泡沫，跌一跌调一调很正常，但长期来看AI，人工智能依然是投资者必须关注的风口和主赛道
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大碗888
大碗888
·
02-14 07:31
美股历史规律是 长期上涨，每次下跌都是逢低而入的机会小跌小机会大跌大机会，因此这次应该也不例外，投资者需要有一定的耐心，保留一定的资金 当美股调整结束后，及时入场
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大碗888
大碗888
·
02-14 07:30
百年以后，现在领先的明星企业很难说能剩几家， 每个时代都有时代的风口都会出现颠覆行业颠覆观念的伟大的公司，
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大碗888
大碗888
·
02-14 07:30
买这个ETF不错，不用分析具体的股票，只要确认半导体还在涨就可以了。看好半导体的兄弟们，不要犹豫直接买就可以了
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大碗888
大碗888
·
02-14 07:30
半导体行业历来周期性很强，美光此轮上涨比较亮眼，涨幅比较大的时间比较长，但个人认为难以逃脱行业周期性的宿命
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大碗888
大碗888
·
02-14 07:30
AI人工智能对软件行业的冲击非常大， 下一个冲击的行业，应该是以体力劳动为主的传统行业，比如建筑行业，如果AI或机器人能够建房子那么建筑工人失业的日子也就不远了
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大碗888
大碗888
·
02-07
逢低加仓，改变行业规则的时候来了
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大碗888
大碗888
·
02-07
AI依然是近期的投资重点和主题。只有是主体投资和主线投资才有可能产生过热，随着AI人工智能的炒作和竞争越发激烈，难免会让投资者感到有些过热和泡沫，因此，在做AI和人工智能投资的时候要多注意风险，作为普通投资者，做好跟随就好，上升通道持有下跌通道清仓
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大碗888
大碗888
·
02-07
看好马斯克，他的大部分创业以及言论，大多是实现了
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大碗888
大碗888
·
02-07
2026年港股大概率走出震荡上行行情，节奏呈“先扬后抑、再扬再抑”的波动特征；当前恒指阶段性底部看26000-26500点，极限调整或至25000点，恒生科技底部看5200-5300点。
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