Aureliano
01-27
$三倍做多半导体ETF-Direxion Daily(SOXL)$
现在 对 deepseek 的吹捧夸张到什么程度呢？
欧美：这是三体级别的，亡球灭种啊
老中：梁文锋有帝王之相……
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交易之旅
01-27
交易之旅
到底是什么情况？
Aureliano
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老鱼爱吃鱼
:
不懂你说的是什么逻辑
老鱼爱吃鱼
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Aureliano
:
这逻辑，人家除了支持英伟达，也支持amd和华为的gpu，利多ai是对的，特别是ai应用，利空英伟达也是真的，美国资本反应才是正常。
交易之旅
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Aureliano
:
不敢相信是真的
Aureliano
:
就是中国的大模型算法上首次超越了美国，且开源、低成本、低价，造成又一轮算力需求担忧，短期是利空英伟达的，但长期还是利多的
晓芳.晓燕
01-31
晓芳.晓燕
反弹而已昙花一现，龙头股微软，台积电，英伟达这几个龙头跌了2个三个，且跌幅那么大，短时间内看空，
什么也没有了～
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