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up噗噗（被半导体伤透心版）
SOX半导体指数正在经历一场真正的压力测试！10月大幅回调，市场恐慌情绪持续释放，但AI算力需求并没有消失，芯片产业的长期逻辑也尚未被证伪。短期是风险还是机会？当所有人都在恐慌时，真正值得关注的，或许正是下一轮行情的起点。🔥
你认为SOX接下来会迎来强势反弹，还是继续探底？#AMD财报前瞻：HeliosAI系统商业化进展
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Today’s market buzz
1#Jensen Huang Involved in Chinese Spy Rumors and Controversy Over NVIDIA CEO's Future
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2#US CPI exceeds expectations, BTC falls below $74,000, liquidating over 200 million long positions
3#Anthropic launches IPO roadshow, valuation rebounds to $1.8 trillion
