現在市場最大的風險是兩個脫節 (mismatch)

宏觀上壞消息是好消息。 AI上好消息是壞消息 （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. 沒有什麽實際價值 -三心三意- ♂ (0 bytes) () 12/12/2025 postreply 05:33:00