大碗888
01-31
不适合“买定离手”，整体以“谨慎观望+分批建仓+期权对冲”为主；仅对苹果、微软等确定性高的标的做小仓试错，特斯拉、Meta暂不重仓，严控总仓位在5-6成。
Mag 7：加码AI投入！更看好哪家科技巨头？
周三“科技七巨头”中，特斯拉涨近2%独涨、谷歌跌近2%领跌。近日Alphabet美元债筹资200亿美元、原定为150亿，发行100年期英镑债券，为科技公司近30年来首次；黄仁勋最新采访说 Meta 是用AI 最好的公司……各大巨头竞相加码AI算力投入，谁能从中获益？你看好哪家表现？
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WinifredAnn
01-31
WinifredAnn
仓位控制明智，分批建仓稳！
什么也没有了～
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