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qinbafrank
@qinbafrank
Investor in AI、Crypto、TMT，跟踪最前沿科技趋势、野生宏观政经观察、研究全球资本流动性、周期趋势投资。记录个人学习和思考，经常出错常态掉坑爬坑。Runner🏃
Joined December 2020
1.1K Following    157.3K Followers
qinbafrank@qinbafrank
2026.08.14 16:17
给出闪迪长协floor price估算的是伯恩斯坦（Bernstein）的芯片行业分析师Mark Newman
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