黑眼圈太重了邓文
05-30
$特斯拉(TSLA)$
戴尔的财报,传统服务器增速超过了AI服务器增速,这个信号太强烈了,意味着AI浪潮开始惠及传统产业,也就是开始惠及K型经济的下面部分,这意味着下面:前面的板块高高切、要向高低切转化,那些死守板块高低切的提前埋伏的,这波要吃口大肉了,尤其A股;耶伦时代的高低切就很快,而贝森特时代,在高低切之前、先要高切高走一波;站在锚上看,罗素2000比耶伦时代要近的同时更灵敏,
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