有时间的详看全文,没时间的可以喂给你的AI帮你总结。
我美股已经大概半年没有动过,还是只持有goog,Q1Q2我希望是能有大幅度的回调给一点机会开始重仓配置,具体的思路还是从软件巨头改向AI基础设施,能源,然后是现金加对冲。之前有看SpaceX-Xai-Optimus 增强型内循环的视频,有兴趣ytb搜搜看
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