2ef68a76
2025-12-16
这预测主观性太强，没法量化，就比如说日本衰退，有什么证据表明日本衰退呢？日股创历史新高了再比如美联储提早结束降息，哪里结束了？十二月不是还降息了？2026年华尔街也预测至少降息一次？再再说美股二季度开始大幅调整，二季度都是创历史新高，哪来的调整？
纳指100跌1.6%，AI没有容易钱了，该减仓吗？
纳指100ETF今日跌1.64%，AI与芯片股连续第二日重挫拖累大盘，Yahoo以"AI没有容易钱了"定调本轮回调。伊朗威胁封锁红海航道加剧避险情绪，黄金却意外跌破$4,000，risk-off特征明显。市场开始质疑AI资本开支叙事的估值透支。这波AI去杠杆是健康换手，还是趋势级别的转向？
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FrankCollins
2025-12-16
FrankCollins
预测都是打脸，市场永远不按剧本走[笑哭]
什么也没有了～
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