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春风不解夏季情
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春风不解夏季情
春风不解夏季情
·
02-14 07:29
AI人工智能催生下的算力竞赛肯定会产生泡沫，历经三年的上涨，泡沫已经有些严重，只有经过一轮大的调整，股市才会迎来较大的上涨机会
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春风不解夏季情
春风不解夏季情
·
02-14 07:28
美股小跌小机会大跌大机会不多机会不大，长期来看总会创出新高，因此当下 调整是机会，而不是风险
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春风不解夏季情
春风不解夏季情
·
02-14 07:28
不投向ai，还能投向哪里呢？现在程序员都已经要被替代了。我觉得现在的ai成本已经计入了股价，尤其是微软，值得抄底[贱笑]
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春风不解夏季情
春风不解夏季情
·
02-14 07:28
小摩给出了一批软件行业名单，主旨就是要在恐慌中筛选出“不会被AI取代的软件公司”
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春风不解夏季情
春风不解夏季情
·
02-14 07:27
美光继续看好，存储这条线会是今年的主线之一。逢大跌谨慎加仓
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春风不解夏季情
春风不解夏季情
·
02-14 07:27
抛售这玩意儿，只能说华尔街老狗们都是属狼的，闻到点加息腥味跑得比谁都快。你说到底没？我感觉还没，估摸着得再磨叽俩月，等真降息了这帮孙子才敢回来。硬扛不如装死，别跟美联储对着干。 至于AI干人……这么说吧，但凡你上班能摸鱼干完的活，AI就能干得比你快还不找你要咖啡。下一个？客服啊，现在接电话那堆机器人除了不会骂人，啥都会了。插画也悬，公司宁可花200刀充Midjourney也不乐意养个月薪两万的原画师了。还有翻译，不说多，基础商务函电那种，谷歌翻完AI顺一遍，老外都看不出毛病。哦对，入门级码农也快了吧？Copilot都能自己写单元测试了。 总之，以后要么伺候人，要么伺候机器。中不溜秋坐办公室吭哧吭哧算Excel的，最难顶。
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春风不解夏季情
春风不解夏季情
·
02-07
暂时不会抄底的，保持好现金流，如果这些公司加上AI，那就可以抄底了。而且这些公司有基础，🈶业务，未来持续看好。加油
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春风不解夏季情
春风不解夏季情
·
02-07
比特币资产属于没有实物背书的高风险资产，更多的上涨，依赖于资金的推动和故事的撰写，在人工智能高速发展的，今天比特币持续上涨的逻辑受到了考验，因此对比特币的投资还是要慎重，当前看属于下降通道，抄底需谨慎。
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春风不解夏季情
春风不解夏季情
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02-07
英伟达带动的AI基建已处高波动高估值阶段，2月宜谨慎偏乐观、分批建仓、严控仓位，不追高、先锁定浮盈、用对冲工具保护组合。比较确定性的是做空币股
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春风不解夏季情
春风不解夏季情
·
02-07
等它上市以后直接投资，现在潜伏有一定的风险，因为你不知道它何时I po多长时间能够I po
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