Studied the A-share actions in the 1-3 months before and after the entry of the Chinese national team!
Theoretically, when the U.S. national team enters #AI companies, this kind of little essay can shake the market three times, indicating that the market is extremely irrational now, belonging to an irrational boom. Stock price fluctuations, deleveraging, and declining valuations are the inevitable three measures!
Today, the Chinese national team put out 2 trillion RMB; I estimate that this time the U.S. national team needs at least 2 trillion USD!
The AI arms race has already started. Right now, lowering valuations essentially aims to make AI companies more cost-effective, facilitating the entry of the U.S. national team. Don't panic, just buy the dips! 🧐



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