投资TALK君
@TJ_Research
AI观察员；美联储观察员；资管打工人.
美股，宏观，偶尔CRYPTO
油管17万订阅，周二，四，日更新
注意：任何平台以我名义拉群，拉投资，推荐股票的都是诈骗！
商业合作：INVESTMENTTALKJUN@GMAIL.COM
420 Following 89.6K Followers
我最喜欢的一家机构2季度末的展望：
We are focusing slightly more on "capital spenders" like Meta and Alphabet, along with our established "capital suppliers." We are also adding more defensive, steady compounders to balance the high valuations in AI. We are prioritizing flexibility over a fixed strategy since earnings drivers are changing quickly in this cycle.
“我们正将更多精力放在Meta和Alphabet等资本支出型企业，以及我们长期的资本供应商上。同时，为了平衡人工智能领域的高估值，我们正在增加更多防御性强、稳健的复利增长型公司。由于本周期内的盈利驱动因素变化迅速，我们更倾向于保持灵活性，而非采取一成不变的固定策略。”
基本我的展望也是这个方向，然后在这个基础上添加一条：现金牛软件个股
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🚨CONTROVERSIAL: VAR didn’t call this as a penalty OR a foul in the build up to Argentina’s 3rd goal…
…Egypt had an earlier goal ruled back for a foul in the build up
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