摩根大通26年的投资_老虎社区_美港股上老虎 - 老虎社区

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牛牛牛豆腐干豆腐
11-29

摩根大通26年的投资主线，和瑞银相似，AI+出海+反内卷+K型复苏中的消费股，其中AI这条主线，押注的是AI全产业链长周期，包括云、半导体、储能，他们认为的中国AI链最强组合[开心][财迷]
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# 人民币升值！港A能否走出独立行情？

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。

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MaudNelly
·11-29
AI全产业链爆发在即！储能赛道要起风了[得意]
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ClarenceNehemiah
·11-29
AI全产业链布局够硬核，储能半导体云端全都要！
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