Lucy L.
@LucyBuilding
👩前 Web3 工程师｜浙大 CS 硕士
✍️Writing about US/HK equities, AI infra, semis & crypto
📈 拆解普通人真正能执行的投资路径
Sharing tools, frameworks and real portfolio notes
Joined July 2024
225 Following 40.9K Followers
Alphabet电话会基本排除了谷歌即将削减AI投资的风险，半导体中期逻辑得到加强。但短线市场仍可能因为Alphabet下跌、前期反弹过快和利好兑现而震荡。
