徐冲浪
徐冲浪|7月 27, 2026 04:35
Siphoning effect—I think after Changxin goes public on A-shares, it’ll drag down other sectors, and U.S. storage stocks will also be indirectly affected. Changxin itself is solid, it’s just a matter of when to exit. We made a taco index, and it’s currently at 88 points. Trump is already at his limit and about to taco, but the rebound ability of taco is weakening.
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