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3 atoms · 跨 3 天 · 首见 2026-06-23 · 最近 2026-06-29

三色: 🟦 fact 1 · 🟥 take 2 · stance ▲1/▼2/◆0

来源: X 3

时态: fresh:3

标签: 好观点:2 · 好数字:1 · 好思考:1

叙事 (narrative) (2)

• 2026-06-29 · 资本流向对比
  puzzle why capital is chasing future AI returns in the US and fleeing realized AI driven profits in Korea
  tags: 好思考 · → daily
• 2026-06-23 · 杠杆水平
  Investor leverage is at record highs.
  tags: 好观点 · → daily

事实 (fact) (1)

• 2026-06-26 · 资产亏损状况
  people who are now 40%+ under water, thinking this was a good investment
  tags: 好数字·好观点 · → daily
  value: qty=40%+

时间轴 (近 20)

• 2026-06-29 · narrative · 资本流向对比 · → daily
• 2026-06-26 · fact · 资产亏损状况 · → daily
• 2026-06-23 · narrative · 杠杆水平 · → daily

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