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rabbit1981

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- rabbit1981rabbit1981
  ·05-09
  $理想汽车(LI)$ 我不看好新的l9成为爆款 1、价格高 2、外观未迭代 3、经济下行中间客户不愿为技术冗余买单
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- rabbit1981rabbit1981
  ·04-24
  $灿谷(CANG)$ 虽有联姻预期，但市场给予灿谷的估值显然是不看好+不期待，对于其背后领导的带队能力，融资能力，讲故事能力，市场用持续下跌直接给予了答案。对于资产注入的预期市场则选择观望。
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- rabbit1981rabbit1981
  ·2025-02-18
  美股大盘**：短期偏向震荡，若通胀数据温和且财报强劲，可能小幅上行；若地缘风险发酵或美联储“放鹰”，可能回调3%-5%。中概股**：政策利好预期下或存在超跌反弹机会，但需警惕中美关系反复带来的波动。存在结构性机会
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