明钺周报|回归主线,再配置的机会

明钺基金
Feb 01

No.011小钺视界摘要:1. 太空光伏为概念驱动,主题炒作风险偏好下降;2. AI算力泡沫担忧消退,景气主线仍是行情核心;3. 贵金属迎来剧烈回调,但长期多头的逻辑未变。一、太空光伏为概念驱动,主题炒作风险偏好下降太空光伏板块同样可将其视为主题概念,其作用在于辅助观察商业航天的炒作情绪,而非基于扎实的基本面逻辑:马斯克言论驱动太空光伏热潮。马斯克在达沃斯论坛宣布SpaceX和特斯拉未来三年...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10