投资笔记42:崩盘的资产,联储的主席,买奶茶的AI episode artwork

EPISODE · Feb 10, 2026 · 27 MIN

投资笔记42:崩盘的资产,联储的主席,买奶茶的AI

from 涉市未深

最近无大事,只有小话题。虽然小,但价格反应却都挺激烈的。快过春节了,趁着还有人听,聊聊这三个小话题:年初崩盘的某个资产,何至于此?新任命的美联储主席,有多大决定性?搞AI的公司,又去喝奶茶了?或许一年以后回头看,都没有想象的那么厉害,甚至像是过眼云烟。只是此时此刻,像有千斤的重量。———————————————————————————————九州:十四年经验的二级市场投资人,全球资产配置,天高海阔。可以跟我聊投资,但是先给我有趣的故事。我们的社群成立开放了!在这个众说乱耳、充满FOMO的时代,我们一步一个脚印的往前走,不焦虑,哪怕在逆全球化的时代,我们依旧要赚到全球的钱。欢迎一同看世界的你加入, 请见下方的二维码。如果有人不熟悉老吴,我先说明一下,Robert老吴是我的老朋友、合伙人、宝藏数据公司CEO,也是之前节目 《中国创投业真的该推到重来?》 的嘉宾。【*苹果手机用户:请用维信来扫描二维码、在微信中打开,或在微信中搜索“知识星球”小程序,避免在苹果手机的app内支付】--作为苹果的股东,我也觉得一言难尽。——————————————————————————————————

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投资笔记42:崩盘的资产,联储的主席,买奶茶的AI

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