AI will remain a key theme in 2026, a crucial force supporting the rise of US stocks! This year, US stocks are highly likely to continue their upward trend with fluctuations. Supporting this pattern are two core themes: the deepening AI industrial revolution and an increasingly clear environment of loose liquidity. The US economy is currently in the early stages of a new cycle.
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看不懂的SOL
@DtDt666
01-08
总体看，2025年大类资产投资逻辑：
贵金属（白银优于黄金）＞铜＞A股≈欧美股（科技成长更优）＞欧元＞美债（包含票息）＞人民币＞中债＞美元＞原油。
那么2026年，我们该怎么玩？
对主要资产的排序：美股＞BTC＞黄金＞铜/银＞美债（包含票息）＞A股指数＞人民币＞中债＞美元＞原油。
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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