· 个股论点

建议等待更好入场点,长期看好AI推理与降息驱动的上涨。

中文翻译

@Edu4rdo26 如果你打算买入,建议等待更好的入场时机。1个月10.42%的回报率已经超过了其长期正常回报水平。但从长期来看,我预计其方向将向上,并有望迎来由AI推理(AI Inference)需求爆发和降息驱动的“一生一次”级别的行情。

英文原文

@Edu4rdo26 If you do, probably wait for a better entry. 10.42% 1M return is already more than what it would normally return across a long time. But long term I expect it to be directionally up with a once-a-lifetime type run from AI inference usage and rate cuts

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