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星辰大海➠
有点怪：AI 股票跌成那样，跑出来说"到底了"的不是芯片分析师，是个天天盯币圈的人。
Tom Lee 的理由就两条，供应紧张，加上加密市场够韧性。
第二条我琢磨了半天。币圈跟 AI 股票啥关系？想通了，同一个资金池。真要跑，钱从最好卖的地方先跑，币圈不收盘，最先照出恐慌。这次它没跟着崩，说明跑的是仓位，不是信心。
供应紧张我信一半，产能电力确实加不快，但这话在牛市里用得太顺口。
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