AI生产力是确定的，_老虎社区_美港股上老虎 - 老虎社区

熊猫校长 Ming

AI生产力是确定的，

通胀和加息的预期也是确定的，

短期的通胀和加息，

长期的AI生产力确定，

投资的仓位管理和时机，

也需要和短期和长期的节奏，

匹配起来。

$英伟达(NVDA)$ $SK海力士(SKHY)$ $IREN Ltd(IREN)$

纳指跌近2%，CPI打破牛市？

纳指100ETF下跌1.97%，9月CPI同比升至3.7%，市场重新评估美联储加息风险，芯片与AI权重同步承压。指数不含银行股，难以分享财报季金融板块的缓冲，科技集中度反而放大回撤。下一步该等通胀降温，还是趁恐慌分批布局？

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

奶奶的个熊
10-15 13:43
奶奶的个熊
浮亏也是确定的
- 熊猫校长 Ming:
  浮亏正常
潮汐X
10-15 12:56
潮汐X
亏麻了 [喷血]
- 熊猫校长 Ming:
  正常
酒吧里喝饮料的boy11
10-15 19:56
酒吧里喝饮料的boy11
都没想到游戏这么玩

发表看法

5

1

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