持有Momenta越_老虎社区_美港股上老虎

天下万物3uf
09-04

持有Momenta越久，越看懂它和当年英伟达的极致相似性！早年英伟达只被市场当成游戏硬件公司，CUDA核心技术被当成成本累赘，直到AI爆发，市场才彻底换掉估值框架，看懂它的通用计算底座价值。现在的Momenta就是复刻这段走势！目前市场只给它L2量产外圈业务定价，完全忽略Robo+中圈万亿市场和物理AI内核底座。今日股价反弹日线突破短期均线、量能持续放大，底部反转信号明确。我坚定看好估值重构，现在的低估只是市场认知滞后，耐心持仓，等待资金重新定价物理AI龙头的核心价值。 $MOMENTA-W(06880)$

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Jimmy巴韭特
·09-05
快别说了，拉完了…….技术同质化，没有核心壁垒，这是最致命的
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