必须重视GPT 6 Astra 有AGI推动力

中环杰哥投资探秘

早评: 美股，今天不讲技术，先看纳指100市盈率，33不到，在今年大涨17%的背景下，居然是过去5年30%的位置，相当低了。另外，openAI新模型，自己人说是重大跃迁，AGI,老黄也是这么说，高盛也是类似描述，过去几年每年都有AI重大叙事，催化行情，鉴于此，什么非农，Cpi，利率，都不重要了。港股，分化，但都有拐头，看延续性。

加密股集体飙升，Waller一句话点燃降息预期？

Circle 今日 +16.46%、Strategy(MSTR) +17.56%，加密概念股集体暴动。催化是美联储理事 Waller 暗示 9 月倾向"按兵不动"，叠加比特币重上 8 万美元、美元与债券收益率走弱，风险偏好急速回暖。Coinbase、Circle、MicroStrategy 同步大涨，稳定币与"币股"再度成为资金最锋利的进攻端。当降息预期与 BTC 反弹共振，这波加密股行情是主升浪起点，还是又一次情绪驱动的脉冲？

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

newsh
09-07
newsh
AGI概念
newsh
09-07
newsh
这篇文章不错，转发给大家看看

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