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春风不解夏季情
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春风不解夏季情
春风不解夏季情
·
01-16 19:57
白银2015年丰涨到现在的逻辑是，新能源半导体等工业需求大幅增加，第二，是因为黄金持续上涨带来的 金银比失衡
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春风不解夏季情
春风不解夏季情
·
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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春风不解夏季情
春风不解夏季情
·
01-15
人民币升值，港股应该有一波行情
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121
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1
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春风不解夏季情
春风不解夏季情
·
01-13
美司法部对美联储主席鲍威尔展开刑事调查，鲍威尔罕见通过视频回应称：这是特朗普为了影响货币政策的又一次尝试，我不会屈服。又一个比电影还精彩的剧情[捂脸]
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春风不解夏季情
春风不解夏季情
·
01-10
看好洛克希德马丁，看好军工股
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137
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春风不解夏季情
春风不解夏季情
·
01-10
苹果很好，但缺乏想象力，特别是AI时代来临后没有明显的亮点，因此市场对其估值也缺乏想象空间，但确实很稳是个不错的期权标的确定性比较高
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380
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春风不解夏季情
春风不解夏季情
·
01-09
小米需要持续观察一段时间，去年大涨主要是大盘也在涨，需要考虑大盘点整体情况，而且小米之前是18的均价。2026年持续观望，不过继续看好小米。小米加油哦
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春风不解夏季情
春风不解夏季情
·
01-07
AI的发展数据中心的建设海量数据的存储五离不开存储芯片，因此打开了存储芯片的上升空间目前看存储公司的上涨，尽管疯狂，但没到尽头呃
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546
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春风不解夏季情
春风不解夏季情
·
01-07
看涨英伟达，的确市盈率不高，和特斯拉比非常的，所以我坚持看涨。期待达子上300
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春风不解夏季情
春风不解夏季情
·
01-06
月底创新高的概率是很小的，这么 大的跌幅在短期内创新高难度是非常大的大的
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