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风筝_3343
04-30
1.市场对它定价太完美了,容不得半点不好的消息。 2.有人还在英伟达上面亏钱被套,不在少数,机构也不少。 3.这时候的英伟达跟2020年的特斯拉特别像,各种利好的解读让其持续拉升,在人们放松警惕时,出其不意大幅度回调,震荡下跌,然后它的竞争对手越来越强,抢占它的市场份额,紧接着各大投行开始下调目标价位
风筝_3343
04-30
拼多多现在被低估,我觉得是严重低估的,temu现在对拼多多是负贡献,现在是temu的朦胧期,就是看不清,有这个风险,那个担心等,但这是赚大钱的机会窗口,等机会确定了,人家都看到temu巨大机会了,机会也就没有了。
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