今天重点关注CRWV_老虎社区_美港股上老虎

请叫我瞳哥

06-01 18:31

今天重点关注CRWV。$CoreWeave, Inc.(CRWV)$

盘前可以先建立底仓，谨防直接上冲没机会上车。

持仓DXYZ，NNE，CRML，FIGR，APP继续卧倒等待轮动上涨。

$AppLovin Corporation(APP)$

如果有任何的调整变动会马上发帖更新。

AI软件集体回吐，Palantir跌5%，Saas股票还能买吗？

在半导体与AI芯片狂欢的同时，AI软件今日集体回吐：Palantir（PLTR）跌5.28%、ServiceNow跌6.04%，多只SaaS名字同步走弱。有分析直指PLTR当前$3690亿估值需要"史无前例的联邦市场份额"才撑得住，高估值担忧重新主导情绪。这更像资金从拥挤的软件板块再度轮动回硬件/半导体的迹象，而非基本面恶化。周一刚领涨、今天就被砸，AI软件这波回调，你会逢低捡，还是先躲进半导体？

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。

精彩评论

好运多多多
06-02 01:18
好运多多多
crwv看到多少呢？今天拉的有点猛
- 请叫我瞳哥:
  先看前高138[得意]
宇智波萨斯给
06-01 23:24
宇智波萨斯给
航天太惨了
- 请叫我瞳哥回复宇智波萨斯给:
  短期先熬一熬消化利空，行业没啥大问题，等着发射、上市利好慢慢拉回来。
- 宇智波萨斯给回复请叫我瞳哥:
  后续还有救吗，两天深跌
- 请叫我瞳哥:
  谁能想到一场火箭试车爆炸带崩全板块😂，前几天还靠SpaceX上市猛拉，转眼全线绿油油。
探索期权之美
06-01 22:39
探索期权之美
明天关注什么？
- 请叫我瞳哥:
  还在筛选中，当发现类似CRWV的标的，会马上或盘前更新帖子。

发表看法

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