作者:Campbell,宏观分析师 编译:Yuliya,PANews 原标题:当泡沫来临,如何“聪明地”做空? 编者按:最近,美股存储芯片板块成为科技行情主线,美光科技、SK海力士、闪迪等公司股价继续大涨。同时,关于AI是否进入泡沫阶段的争论再度升温。市场对此众说纷纭:互联网泡沫时期的知名芯片分析师Dan Niles认为,当前AI的发展更接近1997年互联网基础设施建设的中段冲刺期,而非1999...
Source Link作者:Campbell,宏观分析师 编译:Yuliya,PANews 原标题:当泡沫来临,如何“聪明地”做空? 编者按:最近,美股存储芯片板块成为科技行情主线,美光科技、SK海力士、闪迪等公司股价继续大涨。同时,关于AI是否进入泡沫阶段的争论再度升温。市场对此众说纷纭:互联网泡沫时期的知名芯片分析师Dan Niles认为,当前AI的发展更接近1997年互联网基础设施建设的中段冲刺期,而非1999...
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