“FOMO”情绪下的投资新逻辑 就近期热议的AI资本开支过热问题，百亿私募淡水泉在公众号最新观点指出，应辩证看待。尽管谷歌、OpenAI等巨头加速迭代引发“过热”担忧，但产业趋势强劲。美国凭算力优势领跑创新，中国借产业链与成本优势加速应用落地，北美云厂商在“害怕错过”（FOMO）情绪下加码投入，算力基建爆发潮仍将延续。 展望后市，淡水泉持积极态度。当前市场正处于流动性宽松与基本面定价回归交汇期
Iwasawa, third left, opens the court session of the International Court of Justice for a week of hearings in a border dispute dating back to the end of the 19th century between Guyana and Venezuela, i
当前文章：http://rt1.zhanwangke.com/itpq/2e85dz.pptx
发布时间：00:53:17
