分享的观点图
2026年10月20日：5 位博主谈 CRWV、AAOI、SOXX
- 观点
- 9
- 博主
- 5
- 股票判断
- 9
- 看多 / 看空
- 7 / 2
图中的观点
更多分享图Fundamental demand and valuations are now extremely divergent: procurement is accelerating while equity prices collapse on $AAOI and colo players. After ERs, I think Oct 2026 will be seen as a DeepSeek / April tariff opportunity.
CRWV低位确实有承接，但还不足以证明底部已经形成，所以抄底要慢慢来，别玩太大，防备它重演7月份跌破通道下轨、反弹一两天又继续下杀的走势。
周三盘后的meta财报，不出意外就是主升浪的起点。当然前提是META的营收要来个超预期，利润如果能超预期那就更稳了。我对meta的营收十分有信心，AI是真的在赚钱。
Even with overly aggressive assumptions, Tesla still looks overpriced on my middle case. It's a hard company to forecast 10 years out, so for me, I try to avoid it.
