美股和a股目前的预期机会其实比较多，有很多屌爆炸的科技公司都还没上市融资.
美股有claude，figure，openai等等
a股有宇树，众擎，长鑫存储，摩尔线程这些.
同时这轮全行业的ai产业替换，股市肯定能持续爆炸好几年.
From X
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