讨论
内循环=对内贬值预期加强
有趣有趣 继续有趣//@泡沫艺术家: 话说铜这段时间的叙事不是AI数据中心引发用铜量暴增吗？这有趣了。$超微电脑(SMCI)$
鲨貂东西//@泡沫艺术家: 来个券商板块的认错底？
//@天道酬勤我午休:[该内容已被作者删除]
![[狗头]](//assets.imedao.com/ugc/images/face/emoji_80_doge.png?v=1 "[狗头]")
![[斜眼]](//assets.imedao.com/ugc/images/face/emoji_61_xieyan.png?v=1 "[斜眼]")
![[狗头]](http://assets.imedao.com/ugc/images/face/emoji_80_doge.png?v=1 "[狗头]"){kind=small}
![[祝涨]](http://assets.imedao.com/ugc/images/face/emoji_31.png?v=1 "[祝涨]"){kind=small}
![[滴汗]](http://assets.imedao.com/ugc/images/face/emoji_13_coldsweat.png?v=1 "[滴汗]"){kind=small}
![[太阳]](http://assets.imedao.com/ugc/images/face/emoji_88.png?v=1 "[太阳]"){kind=small}
![[斜眼]](http://assets.imedao.com/ugc/images/face/emoji_61_xieyan.png?v=1 "[斜眼]"){kind=small}