Notes
Free-form manager notes · live from Postgres · View decisions →
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NOTE
Risk off. 增加持有現金。等待進場。
visible to investors
2026-06-10
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NOTE
AI 硬體需求持續爆發性成長，CSP公布加把擴廠支出。回撤動力暫緩，恢復DCA進場。
visible to investors
2026-05-22