Lotus Asset Management 首席投资官：AI 交易前景艰难，CXMT 扩产或引发价格战
“The outlook is challenging for the AI trade. It is tough,” said Hao Hong, chief investment officer at hedge fund Lotus Asset Management. Market par...
AI 导读
对冲基金 Lotus Asset Management 首席投资官 Hao Hong 表示，AI 交易的前景充满挑战。市场参与者担心 CXMT 增加行业产能并引发价格战。文中还提及 $FXI、$KWEB、$BABA、$CQQQ、$EWH、$PGJ、$YINN、$YANG 等标的。