回复@Bear_Prince: 一号 AMD 发财报 希望可以打响第一枪//@Bear_Prince:回复@机智的小山君:I dont think index corrects that much. I dont think AI is bubble. I think Aug may turn out to be a good month. This seems to be a Deja vu like Apr(everyone was calling for 10% correction)， 尤其NVDA, I think it goes back to ATH。很多人用dot com bubble CSCO跟它作比较，I think it's quite wrong, multiple NVDA 跟当时CSCO不是一个等级，semi和一部分tech I think they are still very cheap, they will be cheaper when they report earning。当然这只是我的个人意见，但我有put my own money/risk on it ~