5.5减仓一半ALM股票 鲍威尔喊跌美股 英伟达的野心帝国 马斯克宏伟的AI布局 扎克伯格和温克莱沃斯兄弟的恩怨故事丨钨矿丨NVIDIA丨黄仁勋丨马斯克丨Apple丨哈佛丨Meta丨Gemini 5.5减仓一半ALM股票，因鲍威尔认为美股高估，美股短线下跌；英伟达入股OpenAI、布局无人出租与机器人，不满足仅卖芯片；马斯克计划让特斯拉收购XAI，实现大模型与硬件结合争地球最大AI项目；库克拟4年投6000亿美元在美国建79座工厂助制造业回流；扎克伯格与Gemini创始人温克莱沃斯兄弟的哈佛恩怨故事。分享投资底层逻辑。
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