The Market Ear：半导体估值回到 AI 周期低点，但互联网泡沫剧本暗示真正的痛苦或在前方
RT The Market Ear: Semiconductors have been crushed. Valuations are back at AI-cycle lows. Fundamentals remain resilient. The ingredients for a powerf...
AI 导读
The Market Ear 认为，半导体股已遭重挫，估值回到 AI 周期低点，基本面依然稳健，具备强劲反弹的条件。但其援引互联网泡沫时期的剧本提示，真正的痛苦可能仍在前方。
来源：@zerohedge · x.com