现在市场最大的风险是两个脱节 (mismatch)

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

 

所有跟帖： 

• I think this article itself was written by AI. 没有什么实际价值 -三心三意- ♂ (0 bytes) () 12/12/2025 postreply 05:33:00