分享的观点图

2026年11月7日：6 位博主谈 MU、BRK-B、AVGO

图中的观点

财经观察站AVGO
主账户这周有一个新的操作，就是在304块加倉了10股的伯通。
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硅谷居士SMH
周四股市大跌时，我说这是加仓的好机会啊！那天，我的确加了一些SMH。
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SerenityNBISIREN
I'm going to give a contrarian take on Neoclouds like $NBIS and say the theme looks compelling after the valuation crash. $IREN earnings show public Neoclouds can adapt extremely well to tight markets.
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Everything MoneyLLY
Eli Lilly has great returns on capital, but for me, I'm probably waiting a lot a lot longer before I get there. Even their forward PE is 39, still quite pricey.
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