今天重点关注CRWV_老虎社区_美港股上老虎

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。

如果有任何的调整变动会马上发帖更新。

Meta将于本周三（7/29）盘后发布财报，广告主业的韧性与AI推荐带来的变现效率是基本盘看点，而资本开支指引则牵动市场神经。2026年以来Meta股价为负，投资者担心其在AI基础设施上的巨额投入短期难见回报。Llama与AI硬件等新叙事能否支撑估值？这份财报是增长加速器，还是烧钱的警示灯？

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
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
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。
AI行业观察
06-01
AI行业观察
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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