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原话 芯片与算力·

AI stocks are cross-sectionally inefficient

AI板块个股之间的定价缺乏效率

English original

cross-sectionally inefficient

在All-In播客上

G
加文·贝克Atreides Management · 首席投资官

报道摘要

Gavin Baker, the Chief Investment Officer of the hedge fund Atreides Management, has established itself as one of the top tech investors operating today. In eight years managing the OTC Portfolio at ...

The Motley Fool

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