· 个股论点
感谢反馈，我会铭记于心，并照常发布其他主题的内容！ 我昨天发布了关于 $NVDA 等标的的深度研究(DD)，但正如你提到的，近期内容主要集中在 NeoCloud 板块。我之所以聚焦于此，是因为近期新闻密集，且巨大的抛售引发了大量关注！ 具体到 $NBIS，这是我持仓两年中信心最高的一笔投资。我认为这是继 $NVDA 之后十年来难得的机会，你很少看到一家核心公司净利润同比增长 700%，同时旗下 4 家投资组合公司净利润均实现 100% 的同比增长。 其中一家恰好是一家非常酷的自动驾驶 Robotaxi 公司（我是 Waymo 和 $TSLA Robotaxi 的粉丝）。
Thanks for the feedback, I'll take it to heart and do posts on other stuff as usual! I posted DD about stuff like $NVDA yesterday but recently as you mentioned it's been mainly about the neocloud sector. I've been focused on it because of how much news there was recently + the huge sell off attracted a lot of attention! For $NBIS in specific, it was my highest conviction 2 year hold. I just see it as the opportunity of a decade since $NVDA, you don't really see any core company growing its bottom line 700% Y/Y with 4 separate portfolio companies growing 100% Y/Y. One of which happens to be a super cool self-driving robotaxi company (I'm a fan of Waymo, $TSLA robotaxis).