高盛顶级交易员自认看错，转向看多 AI，市场正为 CapEx 见顶定价
"This Is What I Got Wrong": Top Goldman Trader Flips On AI As Market Prices Peak CapEx... https://www.zerohedge.com/markets/what-i-got-wrong-top-goldm...
AI 导读
一位高盛顶级交易员公开认错并转向看好 AI，文中用 "This Is What I Got Wrong" 概述自己此前的判断失误。这一转变发生在市场开始为 AI CapEx 见顶定价的背景下。
来源：@zerohedge · x.com