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← @shufen46250836

$FCX

BULLISH2025-12-23
Price around the call
↑ 2025-12-23
By horizon✓ hit+20.7%
1d
✓ +2.2%
5d
✓ +1.1%
21d
✓ +20.7%
Original post
shu fen · 2025-12-23

今天的A股表现其实还不错,早盘站在了60均线,午盘之后跳水,不过指数走势很健康,站到3910上方就代表后续有戏 当前A股阶段也不是有行情的时间周期,你看24年25年的春季行情都在1月中下旬开始,甚至过了元旦都还要跌几天。 这几天一直在研判春季行情主线,关注的游戏这个板块今天涨势很好,在A股,游戏成为了炒AI应用的概念,属实没有想到,AI的尽头在大A是游戏,蛮抽象的 美股昨晚涨的还不错,储存、储能、生物医药都还不错,铜最近不知不觉的也走向新高,持仓的 $FCX 在经历了矿难黑天鹅之后,也到了50目标位,但有色现在这么能涨,我是一股不敢卖了。 这两天美股的市场结构开始偏好中小盘,AI应用、数据中心电力系统都很好,手里有两个相关的股,我是期望他们能成为下一个 AMKR。 目前整体仓位7成,生物医药、铜、博通、甲骨文仓位比较大,搭配储存、储能和AI应用,开启2026年的美股.....

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