调研员麻永涛
2023-05-24
最近一个月买了服务器、液冷技术、光模块等概念股,感觉都同样受益于AI的跨越式发展,光模块今年的业绩预期没有那么理想,需要时间去兑现,主打一个炒作;服务器是具备业绩确定性的,像联想这些,前期炒作虽然不多,但业绩公布后大概率会补涨。以终局思维来看,同为AI时代卖铲人,谁能走的更长远还真不一定。
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银杏君
2023-05-24
银杏君
今日恒指都在调整,总感觉是个机会[财迷] [财迷] [财迷]
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今日恒指都在调整,总感觉是个机会[财迷] [财迷] [财迷] $恒生科技指数(HSTECH)$ $联想集团(00992)$ $阿里巴巴-SW(09988)$