Macro analysis is still acceptable.

LongPort - 搏盡佢啦
搏盡佢啦

港美股覆盘: 加油变"炸油"

在今晚以色列炸伊朗油設備之前,這幾天的港股並不算差 (有些吹是中東資金流入),雖然龍蝦的行情在港股炒不起來,因為$TENCENT(00700.HK) $BABA-W(09988.HK)  的業績在今天和明天發,但作為最純的大模型概念來說,$MINIMAX-W(00100.HK) 和$KNOWLEDGE ATLAS(02513.HK) 今天的表現也很出色,大漲 20%,包括$英伟达 NVDA$ GTC 大會里老黃說龍蝦是未來希望...

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