“老登守着白酒地产跌不停，小登追着AI算力翻倍涨。”所谓“老登股”，指的是60、70后投资者偏爱的传统板块龙头，以白酒、地产、煤炭等传统行业为代表，注重基本面和分红，常被冠以“价值投资”“白马股”等头衔。“小登股”则指科技成长板块，如AI、半导体、机器人等，景气度高、估值弹性大，今年以来涨幅显著。今年以来的此轮牛市行情分化显著，食品饮料、煤炭等传统蓝筹板块逆势下跌，很多网友都戏称自己“在老登股里躲...
Source Link“老登守着白酒地产跌不停，小登追着AI算力翻倍涨。”所谓“老登股”，指的是60、70后投资者偏爱的传统板块龙头，以白酒、地产、煤炭等传统行业为代表，注重基本面和分红，常被冠以“价值投资”“白马股”等头衔。“小登股”则指科技成长板块，如AI、半导体、机器人等，景气度高、估值弹性大，今年以来涨幅显著。今年以来的此轮牛市行情分化显著，食品饮料、煤炭等传统蓝筹板块逆势下跌，很多网友都戏称自己“在老登股里躲...
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