Post
Fooks
昨天刚涨 2.29% 的英伟达，隔夜又跌了 1.5%。
民主党横扫两院一夜坐实，德州新州长还放话要给数据中心踩刹车。
有意思的是恐慌只持续了半夜，纳指期货从跌 2% 缩到只跌 0.3%。
我觉得 AI 基建的变量变了：以前只算需求和订单，现在还要算华盛顿的脸色🏛️。
卖铲子的人，第一次要看政策脸色吃饭。
$NVDA
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