当工商银行被超越

狮子做趋势交易

熟悉我的知道，我在924之后说过寒武纪的股价不超过茅台，大A行情就没结束。

后来24年圣诞，我又加了第二个条件：中芯国际的市值超过工商银行。

这含义现在大家应该能明白，也就是大A的这轮牛市的ZZ意义，是要宣告我们的资本市场，也像美股一样，要进入科技引领的时代，而不是被代表传统老旧甚至腐朽的行业所压制。

上个月复盘时，我还说第二条小区股市值登顶目前看有点难。

不过我没有算到的是，会有别人代替中芯的冲顶角色。

现在，一家AI行业的科技股、一家市场份额、行业地位远不如中芯的半导体公司、一家本质做大宗商品的公司，超过工行了！

第二个任务，可以说，圆满完成了！

那么完成任务的，会不会是中石油？

$长鑫科技(688825)$ $中芯国际(00981)$ $工商银行(01398)$

SK海力士利润暴增6倍却跌9%，AI存储见顶了？

SK海力士今日跌8.98%，Q2利润同比暴增六倍，却因"未及市场对AI存储的极高预期"遭抛售（Yahoo）。这份"创纪录却不及预期"的财报点燃存储恐慌：美光跌8.85%、闪迪跌14.25%；Benzinga称中国长鑫（CXMT）热潮引爆"最惨KOSPI抛售"、韩股一个月跌28%，全球芯片市值蒸发逾1万亿美元。记录级利润都托不住股价，存储超级周期真的见顶了吗？

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

chenx32401
07-30 23:49
chenx32401
还有修改条件这种临时改规则的，工行会很快重返市值第一的。

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