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现在80%的市场都在问你是否认为人工智能会继续超越表现。
2025年8月7日
Non-US stocks charged into the lead against US stocks earlier this year. Now that leading is fading (as it has repeatedly done in the last 15 years).
Can non-US stocks reassert themselves?
Which way are you betting?
@sentimentrader
如果人工智能资本支出持续增长，2026年12月的SOFR可能无法低于3%。但如果人工智能崩溃……
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