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Citigroup, Inc. · TradingView
USD · Avatars mark creator views: green ring positive, red negative, amber both
Opinions on non-trading days appear on the next trading session.
2026-10-03 – 2026-10-09
No positive opinions in this period.
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这样估值看美股四大行反而低
银行业受益于降息预期和交易收入增长,看好JPM、C等权重股。
高弹性配置思路:避开算力核心,转向AI基建“卖铲子”组合(AVGO/KLAC/SNPS/ANET)+电力电网主线(GEV JPM tgt $1000,2028营收$520亿)+金融翻身(C/Schwab/LC)+消费复苏(CVNA tgt $490-500即将S&P500)+周期敢拿(CAT JPM tgt $730)。