陈 Z
2024.11.21 09:18

找到一个很有潜力的股票$Rocket Lab USA(RKLB.US),虽然数据层面还未盈利,但是现在的业务方向坐实了 “性价比航天” 这条赛道 可以理解成航天行业里的拼多多,在签订了大笔发射订单的前提下,未来的商业模式和盈利路线相对来说很确定,能从 space x 的市场下面分一杯羹

目前热门的大资金池$英伟达 (NVDA.US)$特斯拉 (TSLA.US)最近一段时间应该还会在震荡行情徘徊,但是中长期仍是看多,blackwell 的成功交付还有收入都增长,虽然增速放缓但是还是处于垄断地位;特斯拉实质上也是一家 ai 公司 fsd 的落地和市场实践会给出答案

你看好 Rocketlab 吗

Single Choice

  • 看好,很有潜力
  • 不看好,没什么上涨空间
126 people voted6 天后结束

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