华尔街。解决市场流动性枯竭,非常简单:政府开门。高盛预计两周内政府会开门,届时流动性恢复。就个股而言,AI泡沫没到破灭的时候,对NVDA这类巨头来说,要跌去50%是非常难的,确定黄仁勋早已启动了避免思科模式。今年美股科技7巨头涨幅不多。纯电动汽车制造商RIVN,财报业绩超出市场预期。明年要维持暴利,投资组合里,不能全是7巨头,必须有AMD这类没被大幅拉升的。
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