多头跑路到底是该多还是该空?上周英伟达和台积电都经历过惨烈的下跌。市场消息称,英伟达下调了台积电的订单数量,从40W砍到了38W,下调约5%。在AI芯片遭到ds和英伟达增速放缓冲击的时候,这一消息无异于雪上加霜。人们认为,AI算力需求见顶,接下来将进入漫长的衰退期,消化过剩的投资——和2000年那次一样,电信股在今日仍是未能到当时的高点,光缆等建设超出了需求的85%——虽然现在来看这些基建仍少,但...
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