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大碗888
大碗888
·
05-16
长期来看半导体，会继续高速发展，但短线出现明显加速， 短线风险加剧，在场的投资者可以继续持有，没有入局的，要等回调后再入场更安全
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大碗888
大碗888
·
05-16
这次的特朗普中国行表面意义大于实际意义，长期来看依然看好纳斯达克和和费城半导体指数，不过当前费城半导体指数近期暴涨，出现明显加速，警惕回调
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395
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2
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1
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大碗888
大碗888
·
05-16
CPI超预期，避险为上。布局黄金ETF，兼顾对冲风险与抗通胀，防黑天鹅。
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144
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大碗888
大碗888
·
05-16
1994年以来，费城半导体指数单月历史涨幅最高是2千年二月份 涨幅为 50.43%，三月份月线冲高回落，互联网泡沫破， 随后开启了较长时间的熊市。 今年四月份上涨38.42%，为历史第二大单月涨幅，五月份最大涨幅15.59%。半导体指数近两个月出现加速度上涨，作为普通投资者要在继续看多的前提下，要保持警惕，时时提防泡沫破裂后的回调或下跌。
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302
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大碗888
大碗888
·
05-16
比起巴菲特这类重视能源、传统工业、制造业的“股神”，特朗普重仓的反而是美国AI科技核心资产
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549
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1
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1
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大碗888
大碗888
·
05-12
存储永远是强周期股，看图都知道波动大。7.8倍PE反映的是市场对价格战和产能过剩的担忧，别太乐观。
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255
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1
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1
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大碗888
大碗888
·
05-09
段永平大佬都说过，ai在医药行业的应用最强，所以第三层也不错
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大碗888
大碗888
·
05-09
计算机行业，估计都要涨一遍吧。剩下的也就是文章里提及的这几家了。都有机会，风口来了
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大碗888
大碗888
·
05-09
ai首先看芯片，其次看电力，最后看存储。疯狂第一阶段吧
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大碗888
大碗888
·
05-09
看ARM和CRWV的走势，就知AI正从硬件向软件结合转向。半导体短期回调，但长期必配IGV。
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哈哈哈","text":"家人们这味太正了 哈哈哈","html":"家人们这味太正了 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