市场正在错杀，这可能是今年最后一个黄金坑｜SMR CRCL CRWV 全部被砸错了 #美股 #投资机会 #十二月行情
美股之石
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December 24, 2025
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整个市场正在被迫降温，很多人只看到了下跌，却忽略了一个关键事实，这一轮被砸下来的，并不全是基本面出了问题的公司，而是被情绪无差别处理的筹码。 十二月这个时间点，本身就极不寻常。降息预期已经提前被市场定价，政策方向正在变得更清晰，再叠加被反复验证的年末季节性规律，多个信号正在同一时间叠加。真正值得关注的，已经不是短线涨跌，而是市场情绪和预期，正在悄悄换挡。 在这种环境下，我复盘了三家被明显错杀的公司。 SMR，代表的是 AI 背后最容易被忽视，却最难替代的核能电力底座。 CRCL，被市场当成加密情绪票甩卖，但本质却是合规稳定币清算网络。 CRWV，被误当成 GPU 周期股一起砍，但真正卖的是长期锁定的 AI 算力服务。 它们的共同点只有一个，股价已经被砸到大多数人不敢下手，但逻辑和结构并没有走坏的位置。历史告诉我们，真正重要的机会，几乎从来不会出现在情绪最乐观的时候，而往往是在质疑、恐慌和混乱之中被硬生生砸出来。 如果你愿意把情绪放到一边，只看结构，只看基本面，这一段，很可能是今年最后一次，用相对便宜成本重新拿筹码的窗口。 欢迎在评论区告诉我，你下一期最想拆哪家公司，或者哪个赛道。 记得点赞、订阅，我们下期继续。 #美股 #投资 #AI #核能 #稳定币 #加密 #算力 #十二月行情 #价值投资 #美联储
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