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梦想快实现
梦想快实现
·
03-07
三月份股市能不能修复关键看中东局势发展，当前看中东局势，没有缓和迹象，战争依然持续发展三月份行情很难
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梦想快实现
梦想快实现
·
03-07
周五中东没有缓和迹象原油继续暴涨美股继续大跌，因此在中东局势没有缓和前原油很难大跌，股市很难上涨
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梦想快实现
梦想快实现
·
03-07
这场冲突不仅是能源问题，更是全球安全格局的重大变量。军工需求、能源价格、通胀预期、避险资产，目前的股市，既是风险，也是机会,黑天鹅变成灰犀牛.
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梦想快实现
梦想快实现
·
03-07
算力瓶颈倒逼：传统铜缆/电互联在800G+速率下功耗爆炸、带宽见顶、延迟高，GPU再强也跑不动。 光互连的硬优势：CPO/硅光可带宽×3、功耗降50%+、延迟减半，是“吉瓦级AI工厂”的唯一解。最近一直在做光通信
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梦想快实现
梦想快实现
·
03-07
尽管目前石油分析师普遍认为油价不会飙升至每桶100美元，但股市多头正在考虑上行风险-当油价突破100美元时，股市会表现疲软 [龇牙]
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梦想快实现
梦想快实现
·
03-07
感觉可以开始布局电力了，电力是AI的必要基础设施，什么核电力都可以买点，或者买ETF
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梦想快实现
梦想快实现
·
03-07
恒生科技指数中短线均未空头趋势，现在布局太早，要等他走好以后再布局
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梦想快实现
梦想快实现
·
02-28
随着科学技术的发展电子行业的更新换代频率更快更高，硬件和软件相比，软件更新速度更高，因此硬件和软件的护城河更高，个人认为长期投资的话，硬件逻辑比软件更硬，投资首选硬件。
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梦想快实现
梦想快实现
·
02-28
人工智能本身就是一种软件一种程序，但人工智能发展速度很快许多工作可以可以用它来替代，因此软件行业护城河更低，投资首选硬件
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梦想快实现
·
02-28
主要是赶上了牛市超级周期，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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