一个人发呆
04-29
OpenAI增速不及预期，市场一下慌了，AI股被乱砸一通。但存储需求还是硬，恐慌盘砸出来的坑，反而是机会。
存储转向软件？IGV有上车机会吗？
半导体板块上周五大跌，SMH创下自三月以来最糟糕单日表现，本周一存储芯片股继续拖累大盘，软件股继续走高，Salesforce涨超3%。【大家觉得半导体板块是否会继续追赶其他版块下跌趋势？软件股有机会延续涨势吗？】
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究极失眠患者
04-29
究极失眠患者
机会是跌出来的
什么也没有了～
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1
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