Replying t_老虎社区_美港股上老虎 - 老虎社区

寂寞的演奏家

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”

美股再创新高！宏观数据利空，后市如何解读？

科技巨头推动标普500、纳指时隔一个交易日再创新高，但美国PPI数据超预期升温，长端美债收益率创多年新高。标普500涨0.6%，纳指涨1.20%，均创历史收盘新高，半导体指数涨约2.6%、收复周二跌幅。美股尾盘，获利回吐导致小盘股回落持平，道指也随之微跌。【宏观数据与市场走势产生巨大分歧，现在你的操作策略是？】

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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TODAMOON
2025-12-31
TODAMOON
英伟达稳赢，AI需求爆棚！

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