Microsoft
Alphabet Return RatePreviously, the semiconductor and AI sectors had risen too much. In February, funds were rotated from the technology sector to traditional consumer, healthcare, and industrial sectors.
指数的谎言：一场完美的 “内生性出清” 与宏观温床下的猎杀时刻
文章来源：Tigris 会讲课教授是好老师 看起来岁月静好，标普 500 只从高位回调 3%，但是近 1/4 的股票单天跌超 7%。这不是 “消息面恐慌”，是物种灭绝式的重新定价。市场恐慌性抛售 “可能” 被 AI 取代的 “旧世界” 的软件，同时惩罚为构建 “新世界” 而烧钱的互联网巨头。这世界怎么啦，宏观不差、利率没失控、业绩在增长，流动性外部下，市场科技股内部清算，是错杀还是同去年一样下跌的开始...
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