already owns AMZN, TSLA, NVDA, ARKK
Added ServiceNow, CrowdStrike, SNOW, MDB in the past 2 weeks
I am betting AI for a long time.
already owns AMZN, TSLA, NVDA, ARKK
Added ServiceNow, CrowdStrike, SNOW, MDB in the past 2 weeks
I am betting AI for a long time.
•
我现在还是没买GOOG和MSFT但有足够多MAGS和两倍体MAGX
-lionhill-
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08/14/2025 postreply
19:39:25
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I added tons of NOW - it's an AI stock
-BrightLine-
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08/14/2025 postreply
19:42:02
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为什么最近跌了这么多?财报不是挺好吗?
-云起千百度-
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08/14/2025 postreply
19:56:30
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No ideas, all software are dropping like a rock
-BrightLine-
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08/14/2025 postreply
20:02:09
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是啊,AI股都在回调...
-gladys-
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08/14/2025 postreply
20:09:28
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不负责任啊,不要赖上我啊,哈哈
-BrightLine-
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08/14/2025 postreply
20:32:43
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现在看见一个跌得稍微好点的就要饿虎扑食 LOL
-gladys-
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08/14/2025 postreply
20:53:15
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我也加了NOW,它在目前位置有点支撑。准备逐步建仓。它和同行业股票比不便宜,但是增长率更高。目前是AI应用阵痛期
-桃花源里人家-
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08/14/2025 postreply
21:05:34
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试一试吧,亏本应该不会,哈哈
-BrightLine-
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08/14/2025 postreply
21:13:13
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目前从技术(TA)看,还是很弱势,有继续下行可能性(尤其是大市回调的话),所以我是分步建仓
-桃花源里人家-
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08/14/2025 postreply
21:16:19
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嗯,我也分步梭哈
-gladys-
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08/14/2025 postreply
21:19:38
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亚马逊这一波应该还可以涨涨?
-bogbog-
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08/14/2025 postreply
19:48:07
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Have too much AMZN... not buying, not selling
-BrightLine-
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08/14/2025 postreply
20:00:40
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我也很多,不买了也不卖。 最后一次加仓均价104左右
-bogbog-
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08/14/2025 postreply
20:05:06
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我的台积电和谷歌都多,亚马逊少。
-桃花源里人家-
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08/14/2025 postreply
20:19:43
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Mine: AMZN>TSLA>NVDA>META>GOOG
-BrightLine-
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08/14/2025 postreply
20:26:00
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台积电我不太了解,没买过。
-bogbog-
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08/14/2025 postreply
21:10:58
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高端芯片唯一制造者。唯一缺点是地缘政治风险。需要仔细观察习主席眼色。呵呵呵
-桃花源里人家-
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08/14/2025 postreply
21:14:39
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是,就是怕地域风险
-bogbog-
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08/14/2025 postreply
21:15:45
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