几个参考信息

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      "A short note: 几个参考信息\n\n1.基金经理的现金持有量从3.4提升到4.3。\n既有躲避不确定考量，也在等多空决出胜..."
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  "content": "几个参考信息\n\n1.基金经理的现金持有量从3.4提升到4.3。\n既有躲避不确定考量，也在等多空决出胜负。\n本周的三巫日，注定血流成河。\n\n2.英伟达老黄说的40%是业务布局，而不是时下收入比例，别被文字游戏误导。\n半导体周期依旧是焦点。\n\n3.财报披露月度的必然比半年度的好，这不是能不能的问题，是敢不敢 https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/d23a843d8680f046de94c350360b872dbbe9bad64acba6ac40f93376a26ac6f7.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/a77e54df9b5ddf79910c3b8b221d873509c6d47b5f750a107f30c3b699e7ef80.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/5b62d14db447ce7111401fcac685eb5e817c43b44f8b38dad69395fd8443e7c0.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/0492642a24f7a396156350b057f142ab51269c1604f7393cd00d6fed93e5d203.webp",
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