Treasury yield is not attractive compare to

来源: 2023-09-28 16:40:07 [博客] [旧帖] [给我悄悄话] 本文已被阅读:

Government balance sheet.

Stick to T bill only, 4-13weeks. 


虽然股市最近不太好,但是这是买AI相关股很好的时机:MSFT, Google, Adobe, NVDA, etc.

AI的应用开发刚刚开始。So many people roll their money to treasury, 再好也就是混个一般人儿,和大伙儿都一样做个平均值。

呵呵