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股海彦祖
2025-01-28

seeking β day 229，祝大家新春快乐🧧

欢迎关注公众号：股海彦祖

今天是除夕夜，祝所有朋友新年快乐，万巳如意，身体健康，事事顺意🧧[福][发]今晚我们家三代同堂聚在一起吃了顿年夜饭，我爸妈和岳父岳母都在，给孩子也买了金首饰，各种消费，对经济我尽力了[破涕为笑]

今天无操作。昨晚美股和算力、芯片、能源方面的股全被DeepSeek干崩了，昨晚加仓主要基于理性但承认也有一丝冲动，但拉长到三个月看，应该不至于买贵。美股有个好处，没有涨跌停限制，流动性也足够充裕，市值再大的股票，任何利空/利好都能很快充分反应。美国人也很直白，有威胁立马就公开讨论，有竞争立马就直面问题，也不咬文嚼字，懂王已经公开讨论了ds对美国科技公司的威胁和机遇。

昨晚略有一些冲动的加仓，一月份操作了2次，二月争取尽量不操作了，耐心持股，一年交易次数努力控制在12次以内。目前看英伟达已经转跌，无论是否愿意承认，但算力需求的证伪已经是板上钉钉，亦或说对高端芯片的需求不那么坚实了。没想到25年春节来了个开门黑，而且黑天鹅竟然来自于中国公司的竞争，既为中国公司的技术突破感到高兴，又为自己账户的回撤感到有些难受……

话说大家还看春晚么？送爸妈回家后，又回来自己家收拾了一会，娃已经睡了，我家今年彻底没看一点春晚。今天去了趟通州的蔚来牛屋，明天准备去蓝色港湾或中关村的牛屋玩玩，我先睡了，大家晚安😴 $苹果(AAPL)$ $英伟达(NVDA)$ $Oklo Inc.(OKLO)$

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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迷鹿小仙女
·2025-01-28
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去牛屋，怎么不买nio啊哈哈哈
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- 股海彦祖:
  开nio的车，但电动车竞争太激烈，不是好生意[开心]
  2025-01-29
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