轩竹生物-B中签分配结果！海西新药最后打新申购策略！！

$轩竹生物-B(02575)$ $海西新药(02637)$

轩竹生物-B（2575）出分配结果了，全员抽奖；定价：11.60，一手500股；恭喜中签的老板们！

预测涨幅大概是120%，具体分析可以看看上一篇文章，只做参考，不做投资买卖建议。

轩竹生物-B资金释放后，海西新药肯定会接着打的，港股打新影响没那么严重；甲尾跟乙头大家可以平铺着来。

押注特朗普！核能大涨，稀土回调，谁还有机会？

最近摩根士丹利列出了一个“国家安全主题核心股票池”，涵盖稀土、锂矿、电池、核能四大赛道，押注未来十年的AI与能源安全！包括稀土板块的 $The Metals Company(TMC)$ , $United States Antimony Corp(UAMY)$ , 等，涨幅都超过了400%；核能板块的 $Oklo Inc.(OKLO)$ , $Energy Fuels Inc(UUUU)$ , 等，也是迎合了“清洁能源+地缘安全”双重逻辑，持续走强；AI算力能源链的 $AMERICAN BATTERY TECHNOLOGY CO(ABAT)$ 等，也是资金的新宠。【想要押注“特朗普概念股”，大家更看好哪些板块？稀土回调，会有机会吗？】

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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