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Cato_KT
Cato_KT
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今天亚盘股市情况比较惨淡,很显然亚洲股市也在经历一场以AI、半导体为核心的风险资产重新定价的动过 尤其是目前的高油价限制了各国央行的货币政策对估值的救援空间,这里就很明显证明了我Q2就提到的那句话——宏观决定了我们手中的钱贵不贵,现在钱贵了,交易者就不愿意轻易为目前估值买单 这个问题在亚洲与美国股市都展现的淋漓尽致,当然轮AI叙事,美股还是更强一点,面对宏观压力也会更加抗跌,不过今天中国股市相对分化,显然护盘资金应该动力 想要改善环境,单靠护盘很难,还是要从根本上解决问题——能源价格回归110美元下方!#MetaQ3营收超预期,巨额AI投入引发担忧
Cato_KT
Cato_KT
It seems my judgment was correct; Brent is at a high level, and the pressure on the US stock market is still very obvious. I'll wake up to settle accounts and get ready for the next round! I see this event is organized in phases, and I definitely can't miss signing up for the new phase. What a pity! @okxchinese @Jiajia_OKX Next week, the AI big three cloud providers—Google, Microsoft, and Amazon—will release their earnings reports. As the key hubs of the AI business chain, their strong earnings would be positive for upstream equipment and semiconductors, as well as downstream AI applications and final commercialization! If this week's META earnings report was an initial test of confidence in the AI market, next week will usher in the critical stage of Q3 earnings! #MetaQ3营收超预期,巨额AI投入引发担忧

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