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37度-流动性猎人
美股开启财报季了，我认为在Anthropic上市前，AI板块持有风险都较低，确定性较高的选择，当前最大的风险是踏空AI，不参与AI的任何投资，这才是最大的风险，Anthropic后，我会择机止盈减仓，我们可以吃这段确定性的行情
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