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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
6hours ago
AI 成功 → 科技巨头靠 AI 赚出几万亿美元营收 → 生产率大涨、出现大规模通缩效应 → 长端利率下行 AI 失败（泡沫破裂、纳指跌 50%）→ 资金从股市逃向美债避险 → 长端收益率同样大幅下行
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