宏观上坏消息是好消息。 AI上好消息是坏消息 （market reactions to NVDA, AVGO blockbuster earnings）
https://www.themarketunfolds.com/20251211/Semiconductors-Face-Mixed-Signals-as-AI-Momentum-Meets-Market-Volatility.html
现在市场最大的风险是两个脱节 (mismatch)
theforesight (2025-12-11 19:44:51) 评论 (0)宏观上坏消息是好消息。 AI上好消息是坏消息 （market reactions to NVDA, AVGO blockbuster earnings）
https://www.themarketunfolds.com/20251211/Semiconductors-Face-Mixed-Signals-as-AI-Momentum-Meets-Market-Volatility.html