AI概念股掀涨停潮(22只涨超10%),蚂蚁“灵光”6天下载破200万,天风证券:AI飞轮已正循环。
华为Mate80首发无网通信(4699元起),鸿蒙设备超2700万,华为以70%份额领跑折叠屏市场。
低空经济2025年将达1.5万亿,eVTOL跨城试飞成功,国金证券:基建与制造核心受益。
你觉得三大赛道中哪个能最快兑现业绩?更看好AI、消费电子还是低空经济的投资潜力?
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国产AI“杀疯”!千问7天千万下载、灵光6天200万用户,均超ChatGPT,三强霸榜。天风提AI实用化,华泰指基建将升温。
AI热时,外资看多A股。高盛称“中国AI股无泡沫”,预测明年盈利增12%-13%,摩根士丹利、瑞银跟入。
你觉得国产AI和商业航天,哪个赛道能先迎来千亿级龙头?中国股市牛市节奏会如何?
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A股大跌中,766亿资金借ETF抄底宽基,基金公司吵翻了:短期谨慎还是长期慢牛?
另一边,AI泡沫论战升级,达利欧与“大空头”巴里各执一词。谷歌则强势破局,放话4-5年算力提1000倍,Gemini 3超GPT-5.1,股价反超微软,改写AI赛道格局。
你觉得AI泡沫会提前破吗?A股这波抄底能赚到钱吗?
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昨日地产股早盘拉升,A股港股齐涨,政策预期是推手?
英伟达Q3超预期,黄仁勋称“云端GPU售罄”,AI泡沫担忧能消散吗?
小米1年7个月达50万辆,雷军定目标,造车逻辑靠得住吗?
欢迎留言、评论,与我们交流。
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #94 |
Listeners, social reach, demographics and more for this podcast.
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财经早咖啡 launched 2 months ago and published 36 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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