和大神偶遇。

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  "content": "和大神偶遇。\n可惜我进时，他正起身登机。\n只抓紧时间简单交换观点。\n\n对美股本轮回调后入场的标的，大神倾向于MU，sndk。\n业绩确定性高，且后续有透支三四年前瞻提前兑现的机会。\n\n这两个标的，我基准的估算结果，目前价格偏高。\n\n相对来说，英伟达如果能捡便宜，我会更偏向，两年时间六万亿概率大。 https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/cf39e782210a75db5e4f75d4a504839ac08bb26388d0e1819e397c9ee8598a82.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/5d0e7031a687a1126629b608e9d775eaefc83a2b188d6e1331b799bdf0d6be65.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/7c81c20fe5c5dd5f273d4825e072e7cc97fdfbd4f9aaa0adfd36d9dcac422732.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/349fc254cabee0d28baced0d22f1681cec2d57bbe4541cc12ba8b21520c01abd.webp",
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