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”

沃什宣誓就任美联储主席！加息押注开启？

科技股推动美股续涨，道指两日连创新高，标普连涨八周、创两年多最长连涨周。沃什宣誓就任美联储主席，“新美联储通讯社”：特朗普选沃什本为降息，但市场已开始押注加息。

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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