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AI市场第二阶段已经开始了呢
第一阶段是NVDA等淘金股，但第二阶段是AI软件
但是现在能否马上跳上APP/PLTR/UPST呢〜？🤔
第一阶段是NVDA等淘金股，但第二阶段是AI软件
但是现在能否马上跳上APP/PLTR/UPST呢〜？🤔
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$3倍做多20年期以上国债ETF-Direxion (TMF.US)$ 德拉肯米勒等人表示，美国债券的卖出头寸不会再增加，只会上涨。
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$英伟达 (NVDA.US)$ META发布了良好的财报，股价在盘后上涨。微软的财报也不错，但云业务增速放缓导致股价略有下跌。特斯拉令人难以理解，但股价上涨。
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$IonQ Inc (IONQ.US)$ 半导体市场发生剧变的同时，市场却表现正常![]()
反倒感到困惑。昨天的deep seek似乎在特朗普的派对氛围中兴奋地展现，让人感到困惑![]()
FOMC结束后考虑追击，但一下子大举购买太可怕了，所以会暂时小步交易![]()
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$3倍做多20年期以上国债ETF-Direxion (TMF.US)$
这次上涨会让那些不断煽动通胀恐慌、做空并玩乐的对冲基金们付出怎样的代价
这次上涨会让那些不断煽动通胀恐慌、做空并玩乐的对冲基金们付出怎样的代价
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