美半导体到了非理性疯狂。

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      "A short note: 美半导体到了非理性疯狂。\n\n英伟达体量太大，又没利好配合，炒作资金需求太大。\n便把矛头聚焦市值更小的..."
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  "content": "美半导体到了非理性疯狂。\n\n英伟达体量太大，又没利好配合，炒作资金需求太大。\n便把矛头聚焦市值更小的Amd，Intc这些。\n\n资金单位时间内是有限的，短期拥挤一处，别的地方自然只能再创新低。\n\n没在这赛道押注的只能看着指数涨自己的票跌。\n\n这种不正常不会持久，跌的时候资金自然会再次拥挤他处。 https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/0d5f5c90729d36ba4a249279c1be4b7bdd9c757dcf816f85d583a2483b839f8b.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/1356b74a9c03a0d1fd0387c762481ea22201cf4c64196b7a810ecf88089c5303.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/734da6fe5fd12024049c38a88e020556b7abf4aaa9ee302d23fa152ceaf3947c.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/a230c57a63465c1185037a1ddf1d34ad81a1b8e16213719c5d2e08ff71d4f54b.webp",
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