所以我现在的看法比较_老虎社区_美港股上老虎

Shyon
05-15 17:21

所以我现在的看法比较像“中性偏谨慎”。不会全面看空，也不会满仓追AI。因为真正危险的市场，往往不是人人看空的时候，而是大家开始相信“这次不一样”的时候。AI长期趋势我相信，但任何超级周期，中间都一定会有一次非常痛的洗牌。

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