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北向的杰克
周一道指收红 0.41%，纳指跌 1.07%。大家管这叫 AI 泡沫破裂，我不太认同。真破的时候不会挑着跌，是所有东西一起砸。上周四谷歌刚出现上市以来最大单日跌幅，现在钱只是从最拥挤的科技仓位里撤出来换去别处。跌的是杠杆和拥挤度，不是需求。泡沫论喊得越响，越像一场清洗。
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