Replying t_老虎社区_美港股上老虎

2025-12-31

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”

美联储主席人选敲定！市场将会如何演绎？

据华尔街日报报道，美国总统特朗普周四晚间表示，将于周五上午（北京时间今晚）宣布美联储主席提名人选。这一任命将决定全球最重要央行未来四年的政策方向，现任主席鲍威尔的任期将于今年5月结束。特朗普透露，这位人选"非常受尊敬，在金融界人人皆知"，并称"这将是一个非常好的选择"。据华盛顿邮报，特朗普“会面+通话”，敲定沃什为下一任美联储主席人选。【大家觉得全球市场巨震下，特朗普能否“救市”？接下来你的操作策略是？】

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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