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云顶之s
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#ShareMyTradFi
当市场把一家存储芯片公司当作AI成长股给出离谱估值时,周期反转就是最大的确定性。做空不是追跌,而是提前布局周期的回归。盛宴终有散场时,泡沫破裂的速度往往比想象中更快。
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