全球逐渐碎片化、封闭化；欧洲聪明钱跑路了，美股依然为王！银行松绑难救美债，AI或成最大赢家；美光粉碎预期，AI存储大放异彩；FedEx大跌，取消全年指引，但拐点临近？

Open in Podwise to generate AI notes

Sign in to process this episode and unlock summaries, transcripts, highlights and translations.