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追梦999
追梦999
·
04-26 01:32
存储,sk海力士业绩大增,说明这是一个比台积电更疯狂的赛道。ai继续向着纵深发展。大资金不犹豫英伟达,小资金储存,光缆
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追梦999
追梦999
·
04-26 01:31
苹果一直在进入ai路上,新的领导值得期待。产品设计领导,应该是在硬件上找突破口更多吧
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113
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追梦999
追梦999
·
04-26 01:31
想起去年的英特尔,消息出来大家都没在意。今天看,一年2倍了。谷歌这个事,感觉同样可以期待
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508
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追梦999
追梦999
·
04-26 01:31
博通最近一个月的涨势喜人啊,咔咔猛涨,其实给了大家不少机会的,后续一定要拿住,希望博通可以咔咔大涨,加油
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追梦999
追梦999
·
04-26 01:30
新CEO John Ternus拥有丰富的硬件经验,完全有能力带领公司未来AI建设
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追梦999
追梦999
·
04-26 01:30
股价自历史高位腰斩过半,当前远期市盈率仅 14-15 倍,处于多年估值洼地,客观上进入了具备一定安全边际的困境反转观察区间。
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追梦999
追梦999
·
04-26 01:30
买存储,海力士的业绩大超预期,间接买相关etf
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追梦999
追梦999
·
04-26 01:30
连续好几年半导体咔咔一直涨,把美股带上新的高度,从目前来看,不会跌,而且可能会再次有新的高度
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追梦999
追梦999
·
04-26 01:29
没有错杀,的确需要转变了,需要结合点增长点,资本市场才能更喜欢,所以一定要结合AI。这样才有出路
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追梦999
追梦999
·
04-18
还会涨,现在市场就是要趁着散户不敢买的时候猛猛涨,让不敢买的都买不到或者高位接盘。
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