总是忍不住满仓
2026.07.09 00:13

今天下午 4:30。 来看 z 先生的直播哦!虽然这个月这个月回撤很大。上半年参考 z 先生依然收益不错!

LongPort - 直播君
直播君
Featured

[Interactive with Rewards] The 2026 H2 investment theme: Silicon-based or Carbon-based? Does the H1 investment logic need adjustment?

How's everyone's 'lying flat' going in the first half of the year? At the beginning of the year, many friends talked about the 'lying flat' mentality—less hustle, less anxiety. Half a year has passed. Looking back at your own pace, are you feeling more at ease, or have you been swept away by market fluctuations again? There are several market trends worth reviewing from the first half: 'silicon-based' sectors represented by AI were periodically active, with areas like memory and optical communication receiving significant attention; A-shares also showed certain structural characteristics. How these trends will evolve in the second half of the year is worth sitting down and discussing calmly...

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.