minmaru
留下了心情
$SoFi Technologies (SOFI.US)$ 这里似乎有很多人抱有期待，所以买入非常多，非常稳定。被称为多倍增长潜力股中的首选，我想到的就是搜凡。
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minmaru
留下了心情并评论了
$Vistra Energy (VST.US)$ AI所涉及的半导体、量子、数据中心领域，以及与不断增长的电力需求有关的核电和电力基础设施，在未来十年内，强劲程度无需多言，虽然AI相关的主要公司可能会发生变化，但核电和电力领域的主要公司四年后可能仍然不太会变化。这些VST、TLN、CEG、PEG以及电力基础设施的PWR应该能稳住局面。![]()
衣食住等生活必需品受景气影响较小，与AI相关相比，市盈率明显较低。虽然持有AI相关的成长股，但由于量子领域大多是每股收益为负的公司，也可以在一定程度上进行对冲。![]()
除了PWR之外，作为K线图看起来很容易入手。![]()
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minmaru
赞了
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$微型纳斯达克100指数主连(2503) (MNQmain.US)$ 昨日和几乎相同的情况。让人感到不安。
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