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明日阳光888
明日阳光888
·
07:05
阿里美团京东明明可以都不亏损，并且盈利的，有那点钱你特么搞点什么不好，非要打外卖
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明日阳光888
明日阳光888
·
07:05
《寻找确定性》，任何市场都有确定性，教会读者确定性们是如何被发现的。规律是如何在交易的底层运行逻辑下如何运作的。
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87
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明日阳光888
明日阳光888
·
07:04
多家媒体已确认 SpaceX 正在筹备 2026年中或Q3–Q4 上市，目标估值 $1.5T。 Elon Musk 已承认“going public soon”的报道“accurate”。
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明日阳光888
明日阳光888
·
07:04
铜的缺口是暂时性的，铜价能否炒得上去还真不好说。
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64
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明日阳光888
明日阳光888
·
02-14
百年后事情很难说，因此谷歌当下领先百年后不一定领衔，每个行业每个时代都会催生出一批颠覆行业传统的创造性，百年后当下领先的公司，也不知道能剩下几位，或者说全军覆没
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1
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明日阳光888
明日阳光888
·
02-14
在AI和人工智能的浪潮下当下软件行业受到比较严重的冲击，个人认为软件行业依然有机会，但估值明显受到影响，因此投资硬件机会比投资软件机会要大，想象空间也大
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176
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1
编组 21备份 2
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明日阳光888
明日阳光888
·
02-14
半导体行业历来周期性很强，美光此轮上涨比较亮眼，涨幅比较大的时间比较长，但个人认为难以逃脱行业周期性的宿命
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1
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明日阳光888
明日阳光888
·
02-14
AI对软件的冲击令市场胆寒，下一个冲击的行业大概率是以体力劳动为主的行业
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114
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1
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明日阳光888
明日阳光888
·
02-14
AI人工智能对软件行业的冲击市场给出了正确的答案，投资软件，不如投资硬件
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132
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1
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明日阳光888
明日阳光888
·
02-14
美股跌下来是机会小跌小机会大跌大机会，长期来看总会创出新高
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