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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Kind-1 (TextNote)

2026-03-25T12:41:53Z

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 https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/f114ccda76268000a055ae691c3763e25cbed7888df4b547963e868c6020a54d.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/2daea35f3a65c15a4a87be544cb266ae10fbb60e998316f1cd746f68c9572191.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/8a35580e1a4f91c9dcd22e5ae71139265c7972acf10e43747dedbea9652dcd41.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/f151e19cfe31645cbe88df38d4581085b3739d344d32debe188b91d202231c41.webp

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