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苍穹之剑888
苍穹之剑888
·
02-14 07:10
AI人工智能催生下的算力竞赛肯定会产生泡沫,历经三年的上涨,泡沫已经有些严重,只有经过一轮大的调整,股市才会迎来较大的上涨机会
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苍穹之剑888
苍穹之剑888
·
02-14 07:08
美股小跌小机会大跌大机会不多机会不大,长期来看总会创出新高,因此当下 调整是机会,而不是风险
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苍穹之剑888
苍穹之剑888
·
02-14 07:07
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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苍穹之剑888
苍穹之剑888
·
02-14 07:06
软件被AI和人工智能冲击的比较严重,因此接下来个人认为投资软件不如投资硬件
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123
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苍穹之剑888
苍穹之剑888
·
02-14 07:06
半导体行业本轮上涨的周期比较长,涨幅比较大,但很难逃脱周期性的命运,美光本轮上涨走势比较突出,但也很难逃脱行业周期性的宿命
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苍穹之剑888
苍穹之剑888
·
02-14 07:05
下一个被替代的,应该是传统行业中的体力劳动
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苍穹之剑888
苍穹之剑888
·
02-07
传统的软件公司会被AI生产力工具骚扰,但生产力工具不可能完全替代专业的软件公司
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147
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1
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苍穹之剑888
苍穹之剑888
·
02-07
白银波动比较大,当前经历暴跌后经充分调整后还会卷土重来
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428
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1
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1
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苍穹之剑888
苍穹之剑888
·
02-07
纳斯达克指数连续大幅上涨三年,AI和人工智能炒作比较充分,当前处于历史高位,因此有点风吹草动就容易引起恐慌性抛盘, 但调调更健康能落跌下来还是机会跌得也很将来机会越大
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856
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苍穹之剑888
苍穹之剑888
·
02-07
感觉现在潜伏还有点早,等他上市后直接买入就OK
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442
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