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撸毛大叔
4700 只跌，成交少了 4600 亿。涨的是银行、电力、农业。
这不是调整，是钱在换地方躲。AI 的故事没坏，坏的是它太贵、太久、太吃钱。
周末两个变量：特朗普的伊朗决定，和今晚非农的余温。
下周一开盘，我就看一件事：算力能不能止跌。 止不住，这波不是一天的事。
你手里是躲的那个，还是被躲的那个？
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