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wesley教授
Influential Creator
今晚美股内部又在洗牌，但方向很诚实：苹果涨四个半点、亚马逊涨六个点，微软也往上冲；可转头看芯片这条线，美光跌超四个点、阿斯麦跌三个点，连英伟达都翻绿。
同样挂着"AI"两个字，钱却在挑肥拣瘦。先被扔下车的，永远是最贵、最吃融资、故事讲得最满的那一批。内存这轮财报数字是真硬，可硬基本面撑不住被估值和融资链绑架的股价。
我手里这几条空腿，赌的从来不是AI会死，是最拥挤的那一段先出清。牌桌上也一样：不是每手都要玩，专挑别人上头满注、你赔率最好的那一手下重注。
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