中文翻译
@ak_dfranco 我也会遭遇大幅回撤，尤其是当市场认为我的投资论点(Thesis)为时过早时。 但我非常有信心，人工智能(AI)的卡脖子/瓶颈(Bottlenecks)相关标的在长期会跑赢大盘并得到验证。所以我很乐意在此期间忍受下跌。 只是沿途分享我的盈亏。
· 业绩复盘
博主分享经历大幅回撤，但坚信AI瓶颈股长期跑赢，心态平和。
英文原文
@ak_dfranco I suffer major drawdowns too, especially if markets think my thesis is early. But I’m very confident that AI chokepoints/bottlenecks names outperform and get validated in the long run. So happy to sit through the drops in the meantime. Just sharing wins and losses along the way