Serenity警告称，一种新的看空叙事正针对英伟达和台积电等市值达万亿美元级别的科技公司。
据 NS3 报道，Serenity表示，该叙事通过夸大技术或供应链问题，进而推断项目延期或业务受挫。
Serenity：看空叙事瞄准英伟达和台积电
2026-07-12 12:02:13
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