① 政治风险被过度定_老虎社区_美港股上老虎 - 老虎社区

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天行小子
11-04 23:26

① 政治风险被过度定价，资金开始逢低买入

② 主要是短线空头回补，还不能确认止跌

③ AI企业盈利仍然强劲，基本面比选举更重要

④ 政策风险还没真正落地，后续仍可能出现调整
四个可能性都有，首先风险一定系过渡定价，对于政治环境嚟讲，现在美国应该属于可控。而提供可能性，出现补仓亦都系一个因素带动上升，至于是否只跌就要再观看多一两个星期。至于第三个可能性AI企业大家已经重新为不同嘅AI企业重新定价，对于本来要再投资嘅可能就有麻烦，而本身已经控制住算力嘅可能就有收成期，至于最后一个政策风险就真系睇吓特朗普华同民主党通力合作，他们所谓嘅合作会去到咩地步喺互相共赢啊定系互相伤害？

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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