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幸运超人
幸运超人
·
03-05
恒生科技已从“AI狂欢缺席者”变成“估值黄金坑”，现在重仓做空等于在低位接飞刀。短期继续震荡（关注4800支撑），中长期AI+政策双轮驱动下修复概率高。建议策略：已有仓位的持有或网格对冲；想操作的等中东/美联储信号明确后轻仓做多更优（ETF如513130/3033.HK）。与三星/SK海力士+博通AI景气形成互补——全球科技向上，港股科技只是“暂时滞后”。持续跟踪地缘与3月财报季，下周若站稳4900+，反弹空间或快速打开。
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幸运超人
幸运超人
·
03-05
财报超预期+1000亿美元AI远景直接点燃反弹，已将股价从“恐慌抛售区”拉回，短期见底概率很高（尤其是若中东局势缓和）。但“彻底见底”还需观察3-6月宏观稳定和Q2执行。长期看，AI主题未变，当前估值相对2027增长仍具吸引力（分析师普遍看好）。建议关注3月5日美股全天表现及地缘动态——若站稳330-340，下一目标或快速回补至370+。这对AI生态全链条（包括韩系内存股）都是及时的“强心针”。
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幸运超人
幸运超人
·
03-05
救市计划短期直接提振股价和融资环境（已见效于3月5日反弹），长期强化韩国半导体龙头地位。但需警惕中东地缘风险对供应链的持续压力。若局势缓和，利好将更显著；反之，计划可能需进一步激活。整体而言，这对三星和SK海力士是“及时雨”，而非根本性改变。建议关注最新地缘动态和下周财报。
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幸运超人
幸运超人
·
01-08
帽子好漂亮，好想要
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幸运超人
幸运超人
·
2025-11-10
$3倍做多20年期以上国债ETF-Direxion(TMF)$
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幸运超人
幸运超人
·
2025-11-03
$纳指三倍做多ETF(TQQQ)$
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幸运超人
幸运超人
·
2025-10-27
$美国超微公司(AMD)$
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幸运超人
幸运超人
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2025-10-20
$美国超微公司(AMD)$
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幸运超人
幸运超人
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2025-10-13
$美国超微公司(AMD)$
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幸运超人
幸运超人
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2025-10-06
$美国超微公司(AMD)$
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