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寂寞的演奏家
2025-12-31

Replying to @effortless:划重点，无限的//@effortless:在 2026 年的投资主线中，AI 依然是绝对的主角，而英伟达就是这出大戏里的“男主角”。
● 地位稳固：无论是摩根士丹利（Morgan Stanley）还是美国银行证券（BofA Securities），在评选 2026 年首选芯片股或核心标的时，英伟达都稳居第一。
● 核心逻辑：全球对 AI 算力的需求被认为是“无限的”

# .SPX年内+17%！后市将会如何演绎？

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TODAMOON
·2025-12-31
英伟达稳赢，AI需求爆棚！
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