1.周一市场巨震，当时高盛交易台的观察是；1)大家全面抛售，做风险管理；2)没人接住掉下来的刀子；3)杠杆 / ETF放大波动 4)明显的板块轮动 (semis流出到一些防御性板块，包括software)； ...

DeepSeek's release of an AI model has dealt a blow to the U.S. tech community. Gary Marcus, a professor emeritus of ...