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杰克船长宏观策略
@macrotradecn
Joined September 2011
96 Following    161.1K Followers
杰克船长宏观策略@macrotradecn
2026.04.01 23:57
全球消费都是周期，估值是扯淡 耐克4年下跌-74%，最近一月-34%，跌幅是垃圾股走势，大幅跑输茅台 这是资金抱团AI科技的原因 消费占美国GDP的2/3😃😃
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