OceansWave
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$英偉達 (NVDA.US)$ - 我個人的一點看法。我有一種直覺，特朗普故意實施關稅以提高美元指數...事實上，巴菲特爲什麼賣掉他的股票轉向國債呢？主要計劃是加強美元，迫使聯儲局再次提高利率，從而使美國的債券對外國投資者具有吸引力。
特朗普可能說他希望聯邦儲備委員會降低利率...但他是個商人，他不會告訴你他想要什麼...否則其他人早就已經做好準備防範他...
特朗普可能說他希望聯邦儲備委員會降低利率...但他是個商人，他不會告訴你他想要什麼...否則其他人早就已經做好準備防範他...
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OceansWave
評論了
$英偉達 (NVDA.US)$ - 根據我記得的，Deepseek的消息從12月開始，關於他們的效率和成本節約.. 沒想到這種影響現在才顯現..
看起來這是科技市場崩盤的第一步..第二步將在微軟和大型科技公司的收益日上出現.. 想知道他們如何解釋和證明投資人工智能的回報率，因爲一個鮮爲人知的公司Deepseek並沒有像他們那樣花費數十億..
看起來這是科技市場崩盤的第一步..第二步將在微軟和大型科技公司的收益日上出現.. 想知道他們如何解釋和證明投資人工智能的回報率，因爲一個鮮爲人知的公司Deepseek並沒有像他們那樣花費數十億..
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OceansWave
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OceansWave : 坦率地說，只要微軟沒有推出任何新的創新產品，就很難有突破。