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天牛2020
IP属地：广东
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天牛2020
天牛2020
·
03-07
目前的市场处于“地缘政治定价”的关键期。 防守反击： 在这种震荡行情下，不要盲目追高，尤其：是对于受油价影响大的消费板块（如航空、运输）要保持谨慎。 关注主线： 2026年的核心逻辑依然是“科技+改革”（如半导体、生物制造、人工智能+）。如果科技股因恐慌情绪下跌，可能是较好的介入点。 配置避险： 适当配置一部：分贵金属或高股息资产，可以有效对冲地缘政治带来的组合波动。
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天牛2020
天牛2020
·
02-20
1.短期：通过ETF布局产业链龙头，捕捉春晚热度带来的估值修复。 2.中期：聚焦IPO进程中的四家春晚企业（宇树/魔法原子/银河通用/松延），Pre-lPO轮次或成最后参与机会。 3.长期：押注工业、医疗、家庭服务三大场景的落地能力，规避纯技术研发型企业。 资本市场已从“技术狂欢”转向“场景验证”，唯有真正解决实际需求的机器人企业，才能成为资本盛宴的最终赢家。
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天牛2020
天牛2020
·
02-14
中国在新能源车、电池、人形机器人、商业航天等领域具备全球竞争力，出海逻辑持续兑现。主要配置中国A股
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天牛2020
天牛2020
·
02-11
当前AI产业趋势毋庸置疑，黄仁勋所言“基础设施建设”确有需求支撑。但现在已经过了普涨的阶段。市场进入“去伪求真”的剧烈分化期：业绩不及预期会遭严惩，缺乏核心壁垒的伪AI概念风险巨大。机遇仍在，但已是需要精确制导、承受高波动的专业游戏，而不是闭眼买入的历史级机会。
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天牛2020
天牛2020
·
01-17
每天必听财经新闻，每天必打开老虎证券，每天都想着怎样才能在资本市场赚多点钱，因为最不能缺少的就是Money，没有money就不能好好生活
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天牛2020
天牛2020
·
2025-12-27
继续努力学习投资经验，慢慢变富
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天牛2020
天牛2020
·
2025-11-27
加入老虎2000天，没赚到[美金] ，[汗颜] [汗颜] 陷入沉思
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天牛2020
天牛2020
·
2025-11-02
入手英伟达，川普放开限制
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天牛2020
天牛2020
·
2025-10-14
回购是利好，难得破50，可以考虑进场了
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天牛2020
天牛2020
·
2025-09-29
$紫金黄金国际(02259)$
申购了一手，中签像买彩票中奖一样[财迷]
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