刚被个朋友抓着,听他近期投资逻辑,让我给乐观评价。

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刚被个朋友抓着,听他近期投资逻辑,让我给乐观评价。
不是很认同,但也不能说剑走偏锋就没道理。
他最近要入英伟达和稀土相关标的。
原因是这两块最近都爆了走私大案。
逻辑是:走私说明暴利,说明真实供需严重错位。
那就有进一步成交空间,换言之,涨价或潜在成交量总有一个潜在利好在未来等着

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