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现在市场最大的风险是两个脱节 (mismatch)

theforesight 2025-12-11 19:44:51 ( reads)

宏观上坏消息是好消息。 AI上好消息是坏消息 (market reactions to NVDA, AVGO blockbuster earnings)

https://www.themarketunfolds.com/20251211/Semiconductors-Face-Mixed-Signals-as-AI-Momentum-Meets-Market-Volatility.html

 




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三心三意

2025-12-12 05:33:00

I think this article itself was written by AI. 没有什么实际价值