#图片不错

Air

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hex

d7796def737a06227b8fed14724887ab7d8511264ce1bc4efcc285f78f5f0034

nevent

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Kind-1 (TextNote)

2026-05-06T14:14:05Z

↳ Reply to 87e02be9... (npub1slszh6dw8z28g23lahdzu6envadkg2qqvvat33avrgcx7yr6eqwq3jhazx)

美半导体到了非理性疯狂。 英伟达体量太大，又没利好配合，炒作资金需求太大。 便把矛头聚焦市值更小的Amd，Intc这些。 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。 没在这赛道押注的只能看着指数涨自己的票跌。 这种不正常不会持久，跌的时候资金自然会再次拥挤他处。 htt...

#图片不错

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