2026年如何侧重布局？_老虎社区_美港股上老虎 - 老虎社区

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2026年如何侧重布局？

Leader
01-14 08:07

$特斯拉(TSLA)$

$英伟达(NVDA)$

去年一直在强调，今年更多机会在大A，尽管大A不够成熟，但我们可以选择尝试板块投资！

去年十五五后开始重仓配置科创板块，铺垫了2个月，配合医疗板块，配置4成仓位！

红利是从25年4月就在定投的，25年底新加港红，利息更高一点，慢慢定投，红利黄金配置6成仓位！

最新收编绿色电力板块，在AI算力需求飙升，导致全球数据中心快速扩张，电网承载压力达极限，未来电力即钞票，归属于红利防守类！

美股最新操作Visa被特狙击出了黄铜坑，切换2/3博通，入Visa1/3！

Visa，万事达，青铜坑！

特只是呼吁，今天14号，20号落地，短短6天时间，这事落地需要通过立法程序，或者信用卡公司被迫自己降利率！

我觉得大概率做不到，过了1.20，Visa还的回350！

就这个简单的逻辑，就算他真的做到了，综合5%利润折扣，335也是相对合理的！

美港股目前4.6仓位，保持半仓，等待黄金坑，操作！

大A场外基金坚持每日定投！

公众号：HopeLee OnePiece

# AI+全线爆发！港A市场继续看涨？

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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lolmei
·01-14 10:53
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电力板块真香，AI驱动下稳赚！
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- Leader:
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  01-14 14:23
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