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陈副业
陈副业
英伟达与纳指新高后，我的逻辑再复盘 英伟达和纳斯达克双双刷新历史新高，回头看我8月那场直播，当时明确说过：一两个月内，这两者必创新高，几乎毫无悬念。 逻辑当天就讲清楚了：一是7月底美科技股的杠杆基本出清，华尔街很难再大举做空美股；二是SEC推出的美股代币化创新豁免，明摆着是在为美股抢夺全球流动性；三是AI是十年以上级别的投资主线，英伟达等有业绩支撑，行业拐点还没出现，远没到下车的时候。 当时也讲了以太坊长线做多的理由：就业降温利好高波动资产、地缘风险转向谈判、加密监管逐步清晰，从形态看底部量能释放充分。 如今再看，不过是把真正重要的逻辑提前看清了而已。 $BTC $ETH
$ETH+0.27%
$BTC+0.19%
21:50 · 03/10/26·3.96K views·Posted on OKX Orbit
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