中文翻译
这个市场感觉就像一条患有ADHD的金鱼，注意力只有5秒，只在交易热门主题。难道市场现在只关心物理AI和能源？那些在2028年后成为瓶颈的存储和光子学却被抛售了？
· 供应链分析
市场短视追逐热门，抛售远期瓶颈环节。
相关概念： 光子学 Photonics
英文原文
This market feels like an ADHD goldfish with a 5 second attention span, trading popular themes. It's like markets only care about physical AI and energy right now? And sold off memory and photonics that are bottlenecked past 2028?