分享的观点图

2026年10月21日：7 位博主谈 GOOGL、SPCX、MU

图中的观点

NaNa说美股ISRG
ISRG今天日内反弹似乎也有点过头，明天可能还会再次回落。
来源
Invest with HenryNBIS
Nebius is a great company. I love where Nebius is at, especially because it sold off so much, so I'm selling the 155 put.
来源
美股仙人（全网吹存第一人）GOOGL
谷歌下跌如果真的是因为和 OpenAI 合作被解读成利空，如果真的是因为这个，那绝对是黄金买点。Buy the dip，长期持有。
来源
Let's Talk Money! with Joseph Hogue, CFANET
With any kind of AI crash I expect Cloudflare to come down more, but it's going to ramp right back up as the company manages that agent flow for its customers.
来源