市场前瞻 Market Outlook
不需要天才，只需押对"瓶颈"——这个框架让我从公开分享至今录得约400%升幅
No Genius Required — Just Identifying the Right "Bottleneck": The Framework Behind ~400% Returns Since Public Sharing 核心观点 Core Thesis 自公开分享至今录得约400%升幅，说实话，这不是靠预测宏观，也不是靠神级选股。大部分来自两个因素：选对赛道，顺着资金流动走，再加上一点运气。今年真正赚钱的逻辑只有一个框架：哪里是 AI 扩张的物理瓶颈，钱就往哪里堆。 A cumulative return of approximately 400% since public sharing — frankly, this did not come from
