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春天风云
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春天风云
春天风云
·
12-31 20:20
非常看好，且这次收购标志着Meta从“AI技术展示”转向了“AI商业变现”。 这次收购确实是一步妙棋，甚至可以说是教科书级别的“闪电战”： ● 补齐短板： 之前Meta虽然有强大的Llama模型，但缺乏直接的ToB和ToC的付费产品。这直接给了Meta一个现成的、能赚钱的AI业务线。 ● 战略升维： 扎克伯格这次没搞“大而全”的自研，而是直接买来了目前市场上最强的Agent产品。这意味着Meta在2026年将拥有从底层模型（Llama）到顶层应用（Manus）的完整闭环。 ● 估值修复： 之前因为巨额的AI资本支出（Capex）却没有直接收入，Meta股价承受了压力。有了Manus的现金流和增长故事，2026年Meta的估值有望迎来大幅修复。
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春天风云
春天风云
·
12-31 05:13
明年继续看好黄金也看好白银，但白银波动比较大一旦趋势走坏，要及时撤出来
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春天风云
春天风云
·
12-31 05:12
没有英伟达是不合理的，明年我看好博通美观苹果谷歌，英伟达
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春天风云
春天风云
·
2025-12-29
每股连续三年上涨但是明年继续上涨的概率还是比较大的
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春天风云
春天风云
·
2025-12-27
最糟糕的是见了牛股不敢上，老是抱着抄底的思维做一些不是热点的标的
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春天风云
春天风云
·
2025-12-26
做大做强，垄断为王。英伟达，这是要打造生态闭环。对英伟达的影响，看后期的推动
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春天风云
春天风云
·
2025-12-24
长期看好黄金白银今年暴涨明年很可能还会再涨，但是要想翻倍很难
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春天风云
春天风云
·
2025-12-24
比特币近期跌的很多要想走好，重拾重拾上升趋势需要反复的震荡需要资金源源不断的推动因此需要很长一段时间看好的需要再耐心一些
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春天风云
春天风云
·
2025-12-24
没有跑赢指数主要是换的太快拿不住股票
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春天风云
春天风云
·
2025-12-19
美国之所以保持长期向上的原因之一在于科技发展社会进步企业盈利不断增长，人工智能浪潮会愈演愈烈，因此短线调整后还会继续向上呢
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