半导体的罪魁祸首

赌徒的自我修养

两个大闹残，一个是美光CEO嘴贱，财报好老老实实过自己日子呗，非要嘴贱内涵苹果，真的败人品，真的活该别人做空你碎嘴巴，第二个就是meta真的绝了，好事没有你，坏事次次都有你。

纳指100跌1.1%，FOMC+四巨头财报周该避险吗？

纳指100ETF今日跌1.12%，市场在"季度最忙一周"前收缩风险——本周三FOMC利率决议叠加微软、Meta、苹果、亚马逊四大巨头财报，Benzinga称这是决定方向的关键窗口。伊朗暂停攻击令油价重挫、缓解通胀担忧，但SeekingAlpha警告"AI泡沫的裂缝开始显现"。多头筹码高度集中于Mag 7。这一周会确认AI牛市，还是引爆获利了结？

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