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明日阳光888
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明日阳光888
明日阳光888
·
05-16
dram已经涨幅一倍了，这个时候euv上市，投机情绪估值，也会有一倍差不多的涨幅。拿住，不动
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明日阳光888
明日阳光888
·
05-16
这次随行的公司，基本都是“不能轻易失去中国市场”的公司，比如英伟达、苹果、高通和美光。
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1,489
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明日阳光888
明日阳光888
·
05-16
1994年以来，费城半导体指数单月历史涨幅最高是2千年二月份 涨幅为 50.43%，三月份月线冲高回落，互联网泡沫破， 随后开启了较长时间的熊市。 今年四月份上涨38.42%，为历史第二大单月涨幅，五月份最大涨幅15.59%。半导体指数近两个月出现加速度上涨，作为普通投资者要在继续看多的前提下，要保持警惕，时时提防泡沫破裂后的回调或下跌。
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771
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明日阳光888
明日阳光888
·
05-16
底仓必须配置标普500宽基，像特朗普那样懂长线逻辑。小仓位追逐AI热点，确保自己的大资金睡得安稳。
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明日阳光888
明日阳光888
·
05-11
同时看好英伟达和美光两个优秀公司，从股价走势上来看英伟达长期炒作比较充分。而伴随着人工智能快速发展带来的存储需求爆发式增长，市场和投资者以前预期没有打得很满，因此，短线美观公司丈夫更不忙，更具有弹性
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598
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明日阳光888
明日阳光888
·
05-09
“抗衡亚马逊”是画饼。没有具体的资金方案和还款计划，任何豪言都是空中楼阁。投资别信故事，看数字。
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明日阳光888
明日阳光888
·
05-09
股神巴菲特的话，大家可以作为参考，在判断大趋势和宏观上可以作为参考，这个得需要结合自己的资金量和操作投资模式来判断，对于市场大部分投资来讲，自己量都很小，股神得慢慢变富，不一定全部适合
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明日阳光888
明日阳光888
·
05-09
看好卫星通信，毕竟基站还是有覆盖不到的地方，还有芯片架构，英伟达还是值得挑战一下的
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明日阳光888
明日阳光888
·
05-09
赞同“GPU独涨行情已过”的说法。CPU全面开花是接下来的主力节奏，看这预测，我站低功耗王者ARM
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明日阳光888
明日阳光888
·
05-09
现在还没有到达高峰期，主要是缺存储，要是存储够那也行，现在Ai 真的啥都缺，可以继续买入，实在不行买一点ETF也行
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哈哈你AI仓敢放几成","text":"这配法像防守反击 哈哈你AI仓敢放几成","html":"这配法像防守反击 哈哈你AI仓敢放几成"},{"author":{"id":"9000000000000649","authorId":"9000000000000649","name":"Cliff","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000649","idStr":"9000000000000649"},"content":"家人们稳中带冲 哈哈 AI这边你追啥","text":"家人们稳中带冲 哈哈 AI这边你追啥","html":"家人们稳中带冲 哈哈 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