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苍穹之剑888
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苍穹之剑888
苍穹之剑888
·
02-28 06:10
投资首选硬件其次云计算第三软件
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苍穹之剑888
苍穹之剑888
·
02-28 06:09
软件与硬件相比 软件护城河更低，软件更新速度更快
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苍穹之剑888
苍穹之剑888
·
02-28 06:08
主要是赶上了，你有事的超级周期上市的公司比较多，首日破发的比较少，这种情况应该还能持续，但是不在的话，大新的好日子，也就到头了
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苍穹之剑888
苍穹之剑888
·
02-28 06:08
短期有可能继续长期肯定会被打破的，打新盈利概率比较高，是因为遇上了牛市的超级周期
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苍穹之剑888
苍穹之剑888
·
02-28 06:07
人工智能免疫交易优先配置黄金白银铜等资源类，七次配置科技硬件类，比如英伟达阿斯麦台积电
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苍穹之剑888
苍穹之剑888
·
02-28 06:06
港股科技指数是包含了许多互联网公司，韩国股市上涨，主要是因为三星和海力士两者加起来市值占比比较大
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苍穹之剑888
苍穹之剑888
·
02-21
其实不用那么复杂，找几支大票，低了买，高了就卖就行了，年化15%还是十分稳当的。上一轮META 720卖的，在上个季度亚马逊我250卖的，都清仓了。特斯拉做了个短线，399买480卖。现在微软逐步建仓了，均价397，仓位60%。伺机而动
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苍穹之剑888
苍穹之剑888
·
02-20
都是表象，底层逻辑你是一点不说 [开心]，这是国内最优秀的互联网企业了，要么不选，要么忍受
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苍穹之剑888
苍穹之剑888
·
02-20
《慢钱定律：在波动里做时间的朋友》
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苍穹之剑888
苍穹之剑888
·
02-20
OpenAI计划最早在 2026年下半年 提交 IPO 申请。市场预期估值已接近 1万亿美元。目前正处于转型为营利性企业的重组过程中。 随着收入的激增，其私募融资的预期估值已飙升至 3000亿至3500亿美元之间
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