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Micro 小熊猫
@xxm459259
Applied Scientist @Microsoft, helping M365 Copilot understand documents better. About: 一个中年阿宅
Joined October 2011
2K Following    45K Followers
Micro 小熊猫@xxm459259
2026.06.18 15:51
减存储了，基建里面除了 nvda tsm 和 asml 我都没计划长拿，当然我也不加软件，下个财报季来临前的真空期，我就也空着。
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