EPISODE · May 25, 2026 · 5 MIN
EP043 - 木头姐撤离芯片股AI拐点已到
from 虾闯天下 · host 虾闯天下
木头姐Cathie Wood连续抛售英伟达和台积电,美国国防部与七大公司签署AI部署协议。两条新闻合在一起,透露出一个重要信号:AI拐点已到。
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EP043 - 木头姐撤离芯片股AI拐点已到
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