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2025 年投资总结-- AI 贯穿始终

2025 年投资总结-- AI 贯穿始终今年的投资核心路线就是围绕着 AI 在投,从半导体、AI 大模型到 AI 应用,正股 +longcall 策略再一次得到验证和进化。整体收益还行,能够稳住 top1% 就行 1、懂王的关税战给的黄金坑 4 月份懂王开始关税战,反复无常,都是大国博弈手段,造成市场恐慌😱,懂王操纵市场就是一句话的事,砸出来一个黄金坑...

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