我觉得咱们有个错觉: Trump / Musk do NOT know what they are doing.

回答: 你看,说了要等等NVDA 的走向三心三意2025-03-03 10:36:00

I think they know exactly what they are doing.

In the specific case of NVDA, I don't believe the pending update of export restriction will bar ALL NVDA chip sales to China, which would hurt the US economy much more than the Chinese economy. 
 

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市场先price in worst case,然后等消息落地再大涨 -tutututu- 给 tutututu 发送悄悄话 (0 bytes) () 03/03/2025 postreply 11:19:44

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