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SpaceX CommentatorStay tuned, I will periodically share exclusive commentary on the narrative logic and market performance of the AI sector.$Broadcom(AVGO.US)$Marvell Tech(MRVL.US)$Sandisk(SNDK.US)
AI 泡沫论再起：为何产业全力看多，市场却持续大跌？我们应该如何做？
$Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Broadcom(AVGO.US)AI 泡沫论再度刷屏全网，市场多空博弈进入极致白热化阶段。近期美股 AI 赛道剧烈回调，恐慌情绪快速扩散，哪怕是收益稳定、收益率稳前 1% 的资深桥友，也纷纷出现分歧、开始谨慎避险（见附图）。针对当下市场集体恐慌的状态，我系统梳理盘面逻辑、拆解本轮大跌本质，并结合当下行情格局，分享个人最新持仓思路与后市应对策略...
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