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- 米澜之家米澜之家
  ·04-11
  我坚定认为2024年美联储将会降息，至少两次！尽管当前CPI为3.5%，但经济数据显示增长放缓的迹象，且就业市场可能面临压力。此外，美联储已经表明，他们愿意采取必要措施来支持经济，而降息是其关键工具之一。市场预期和经济基本面都指向了降息的方向，因此我看好未来的降息路径，这将为经济增长提供必要的刺激。 $标普500(.SPX)$ $纳斯达克(.IXIC)$ $道琼斯(.DJI)$
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- 米澜之家米澜之家
  ·03-20
  $拼多多(PDD)$ 今天晚上公布四季度数据，我测算预计Q4营收950-1000亿元，净利润为220-240亿元，全年收入2550-2650亿，净利润566-617。结果还超过我预期……254亿高频复购模式真的无解
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- 米澜之家米澜之家
  ·03-15
  FigureAI已与BMW 签署协议，在宝马工厂部署并测试人形机器人，目标2024年底实现商业化应用，未来的gtc大会将会对tesla进行进一步冲击目前tsla空头压制先看到140 $特斯拉(TSLA)$
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- 米澜之家米澜之家
  ·03-14
  按照之前理想汽车的操作习惯，首月首周 MEGA 会全力交付。从订单层面看，预测的可以支撑本月 5000 以上，首周干到 2000的预期，交付上路后才能快速提升新订单。但实际交付0.02万 $理想汽车(LI)$
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