2024投资总结： _老虎社区_美港股上老虎

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01-01

2024投资总结：

1、川普交易，政策与股市波动加大

2、注意AI泡沫，美国经济的基石是科技，科技的基石是半导体

3、美国国债风险，现代货币理论替代凯恩斯理论4、利用期权交易对冲风险

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