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梦想快实现
梦想快实现
·
01-16 19:52
白银这波牛市从侧面说明了现在经济复苏态势良好， 世界经济在慢慢好转， 因此白银 上涨是因为工业需求增加，而矿产补给不足造成的， 这种局面短期内很难改变，因此白银的牛市大概率还会继续
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梦想快实现
梦想快实现
·
01-15
2026年AMD仍具高景气与超额收益潜力，英特尔具备重回主赛道的条件但需时间验证，策略上可高配AMD+低配英特尔，动态调整。
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梦想快实现
梦想快实现
·
01-15
中国的历史发展机遇比较好，整体经济发展态势比较好，但是缺乏有辨识度的上市公司和领头公司
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831
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梦想快实现
梦想快实现
·
01-13
鲍威尔干的其实不错，不过希望这次可以嚷美股降一降。然后借机再买入，毕竟现在处在高点，不能一直增长的。不过，长期看涨美股
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梦想快实现
梦想快实现
·
01-10
持续看好苹果
$苹果(AAPL)$
，主要是苹果的护城河好，安卓那么多登录没法和苹果抗衡，再加上苹果的文化底蕴好。今年也有可能出折叠手机，要是出来一定大涨
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951
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梦想快实现
梦想快实现
·
01-10
当然看好，一直坚定持有！洛克希德马丁(LMT) 作为“军工一哥”，在这一轮扩军潮中无疑是最确定的赢家。短期内，受军费暴涨预期和地缘政治溢价的双重驱动，股价非常有希望再创新高。
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梦想快实现
梦想快实现
·
01-09
小米汽车近期持续下跌跌幅巨大，要想出现拐点转上涨趋势，需要化解消费者对汽车的质疑，特别是在安全性能方面第二资本是战战股价，要走出横盘结构不再创新低了才可能出现拐点
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梦想快实现
梦想快实现
·
01-07
美光是可以持续关注到标的，目前估值还算不错，市场空间也有的。
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梦想快实现
梦想快实现
·
01-07
基于目前（2026年1月）的最新情报，我的观点是：中期看涨，但短期会有剧烈震荡。 虽然股价近期在187美元附近震荡，甚至出现高开低走的情况，但支撑其上涨的底层逻辑不仅没有减弱，反而在超预期地增强。
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梦想快实现
·
01-06
相当于英伟达进来成为鲶鱼效应，而不一定能做到秒杀，毕竟经验和自动驾驶的生态供应链还是特斯拉的强项，但会加速特斯拉做得更好
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