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杰克船长宏观策略
@macrotradecn
Joined September 2011
95 Following    159.3K Followers
杰克船长宏观策略@macrotradecn
2026.07.28 15:47
今天做多半导体，实际上已经同时做多了: AI需求+hyperscaler信用+债市流动性+长期利率+数据中心融资能力。
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