挖不到金子的话。谁S？

狮子做趋势交易

我们经常把一个行业大发展的过程比喻为一场淘金热。

好像有这么些参与者：

1。淘金客

2。卖铲子的

3。拥有矿场的大地主

3。二房东

4。开饭店的周边小贩

这里面赚得最多和活得最好的，显然是风险最小的卖铲子的，以及拥有资源坐地起价的大地主。

一旦挖不出金矿，S得最快的是周边小贩和普通淘金客。

而S得最惨的是二房东，尤其是高杠杆的二房东。可能被彻底清算，股权归零。

$英伟达(NVDA)$ $Palantir Technologies Inc.(PLTR)$ $OpenAI

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