马赫Michael
@1912212eth
AI工具｜机器人 | 美股 | A股科创板 | Crypto 。充满好奇的小学生。
加入 July 2024
191 正在關注 313 粉絲
我记得洪灏是在6月份的时候，预测2个月内有大回调吧，目前推特看不到任何赞赏之声，但一旦预测错了，那就天天鞭尸，真没必要。洪灏在这次对话说表示现在A股回调是买入好公司的机会。
扫了一眼市场，敢在A股如此恐慌情绪下，说回调仍是买点的并不多见，也需要很大勇气。东方财富的陈果算一个、张忆东也算一个（其实他也预测到六七月的回调）
这要是预测错了，让别人损失金钱，不客气的喷子得用口水淹没……
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After a sharp correction in AI-related stocks across Asia, investors are reassessing one of the market's strongest themes of the past year. In China, many AI and semiconductor-related names have fallen significantly from their recent highs, prompting debate over whether the pullback is creating a buying opportunity or signalling a more prolonged period of volatility.
The outlook for China's equity market following the recent AI sell-off; whether the correction has further to run, the prospects for a rotation into internet and other old economy names, and what recent economic data means for expectations around policy support in the second half of the year.
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