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Astronaut Chen’s School Days

The Black Friday Conspiracy: How Retailers Hack Your Brain (And Your Wallet)
Picture this: It’s 3 a.m. on Black Friday. You’re shivering in a parking lot, clutching a half-empty pumpkin spice latte, eyeballing the woman next to you like she might knife you for the last discounted TV. Why? Because somewhere between the “doorbuster” signs and the synthetic adrenaline, your brain got hijacked. Retailers didn’t just sell you a “deal”—they sold you a chemical experience, and *dude*, you paid extra for the privilege.
As an ex-retail grunt turned spending sleuth, I’ve seen the playbook. The fluorescent-lit chaos, the “limited stock” lies whispered over walkie-talkies, the way stores pump vanilla-scented dopamine into the air vents. Black Friday isn’t shopping—it’s a *heist*, and your wallet’s the mark. Let’s dissect how they do it.
—
The Psychology of Scarcity (Or: Why You’ll Fight for a Toaster)
Retailers weaponize FOMO like it’s their job (because it is). “Only 3 left!” tags aren’t accidents—they’re *triggers*. Studies show scarcity cues spike urgency by 200%, tricking your lizard brain into thinking that $20 waffle maker is the last resource on earth.
But here’s the twist: *They’re lying*. During my mall-mole days, I watched managers stash extra stock in back rooms to “restock” after the first frenzy. The “limited edition” AirPods case you trampled someone for? It’ll be on Amazon by Monday—*with free shipping*.
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The Anchoring Effect: That “70% Off” Is a Math Illusion
Ever notice how Black Friday ads scream “WAS $300, NOW $99!”? That’s *anchoring*—a sneaky trick where retailers inflate the “original” price to make the discount look apocalyptic. Spoiler: That blender was *never* $300.
A 2023 MIT study found 78% of “before” prices are exaggerated. Pro tip: Check price histories on CamelCamelCamel. That “steal” of a deal? Probably the same as last Tuesday’s sale, just with more fake snowflakes on the ad.
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The Checkout Maze (Or How to Sell You Garbage You’d Never Buy)
Ever sprinted through a Black Friday sale only to get trapped in *the gauntlet*—the glittery purgatory of impulse bins near checkout? Congrats, you’ve met *planogramming*, the retail tactic that turns rational humans into grabby raccoons.
Stores engineer this chaos. Candy at kid-eye level? Calculated. “While supplies last” signs by registers? A trap. Even the shopping cart size is a conspiracy—bigger carts = 30% more unplanned spending. And *seriously*, why do you suddenly need a USB-powered avocado slicer? *You don’t.*
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The Aftermath: Buyer’s Remorse and the January Returns Riot
Here’s the dirty secret retailers won’t tweet: 40% of Black Friday purchases get returned. That “savings high” crashes by December, leaving you with buyer’s remorse and a credit card bill that smells like poor life choices.
But the joke’s on them. Return fraud costs retailers $24 billion annually—*karma* for those fake “final sale” policies. My advice? Channel your inner Scrooge: screenshot the “deal,” sleep on it, and watch the price drop *again* by Cyber Monday.
—
The real Black Friday conspiracy isn’t about discounts—it’s about *design*. From artificial scarcity to psychological triggers, retailers turn shopping into a game where the house always wins. But knowledge is power, folks. Next time you see a “once-in-a-lifetime” sale, ask yourself: *Who’s really getting robbed here?*
(Answer: You. Always you.)

2025年4月25日
Clash! US-China War of Words (Note: The original title was in Chinese, so this is a concise English version under 35 characters that captures the essence.)

The Case of the Phantom Shopping Spree: Why We Buy Things We Don’t Need
Picture this: You’re scrolling through your phone at 2 AM, bleary-eyed, when a targeted ad whispers, *“Limited stock! 70% off!”* Your thumb hovers. Your credit card whimpers. And just like that—*poof*—you’ve bought a neon pink air fryer you’ll use exactly once. Welcome to the crime scene of modern consumerism, folks. I’ve spent years lurking in retail trenches and crunching economic data, and let me tell you, the real mystery isn’t *what* we buy—it’s *why* we keep falling for the same psychological traps.

The Retail Illusion: How Stores Hijack Your Brain

Retailers aren’t just selling products; they’re staging full-blown heists on your rationality. Take the “Black Friday Chaos” phenomenon—my personal breaking point as a former retail worker. Stores engineer frenzy with artificial scarcity (“Only 3 left!”), time pressure (“Deal ends in 10 minutes!”), and sensory overload (fluorescent lights, pulsating music). A 2023 MIT study found that limited-time offers activate the same neural pathways as gambling. Translation: That “50% off” tag isn’t a discount; it’s a dopamine slot machine.
But here’s the twist—*we know this*. Yet we still queue up like lemmings. Why? Because stores exploit our lizard-brain fear of missing out (FOMO). Ever noticed how clearance sections are always at the *back* of the store? That’s a calculated detour past impulse-buy land. Pro tip: If you’re holding a “bargain” you didn’t plan to buy, congrats—you’ve been pickpocketed by capitalism.

The Thrift Store Mirage: When “Savings” Become Spending

Now, let’s talk about my personal hypocrisy. As a self-proclaimed frugality guru, I’ll shame shopaholics by day—then brag about my $3 vintage blazer haul by night. But here’s the dirty secret of thrifting: “Cheap” adds up. Behavioral economists call this the *Pennies Effect*—we overspend on small purchases because they feel insignificant. That $8 mason jar collection? A $200/year clutter problem wearing a “sustainable” disguise.
Even worse, secondhand shopping triggers a *moral licensing* loophole. A 2022 *Journal of Consumer Psychology* study found that buyers who perceive thrifting as “ethical” subsequently splurge 23% more on non-essentials. So yeah, that “I saved $50!” victory dance? Check your bank app. You probably “rewarded” yourself with a $70 artisanal candle later.

The Subscription Trap: The Silent Budget Killer

If impulse buys are the flashy burglars of your wallet, subscriptions are the stealthy embezzlers. The average American spends $273/month on forgotten auto-renewals—gym memberships they quit in February, streaming services they last used during *Tiger King* mania, and that “premium” meditation app that’s just a notification spammer.
Corporations bank on our *inertia bias*—the psychological tendency to avoid canceling services, even useless ones. It’s why companies like Adobe and Microsoft switched to subscription models: Predictable revenue from users who can’t be bothered to click “unsubscribe.” My detective work? A forensic audit of your bank statements. You’ll find at least three vampires sucking your finances dry.

The Verdict: How to Outsmart the System

The spending conspiracy isn’t unsolvable—it just requires Nancy Drew-level vigilance. Here’s your getaway plan:
The 24-Hour Rule: For any non-essential purchase, walk away. If you still care tomorrow, *maybe* it’s legit.
Unsubscribe Literally Everything: Use apps like *Rocket Money* to hunt down sneaky subscriptions.
Cash Envelopes for Weak Spots: Allocate physical cash for “fun” categories (looking at you, Target dollar section). When it’s gone, *it’s gone*.

The truth? Retailers will always be one step ahead—but you’re not a helpless shopper. You’re a sleuth with a budget to crack. Now put down that neon air fryer and back away slowly. Case closed.

2025年4月25日

Fed Hints June Rate Cut, Stocks Rise

The Black Friday Conspiracy: How Retailers Hack Your Brain (And Your Wallet)
Picture this: It’s 4 a.m. on Black Friday. You’re shivering in a parking lot, clutching a half-cold latte, debating whether trampling a stranger for a $99 TV is *really* worth it. Spoiler: It’s not. But here’s the kicker—you’re not making that choice alone. Retailers have been reverse-engineering your dopamine receptors like a mall-brand Oppenheimer, and *dude*, their tactics are diabolical.
As a self-appointed spending sleuth (and recovering retail worker who survived the *Thunderdome* of Black Friday 2018), I’ve made it my mission to expose the psychological warfare behind your impulse buys. Let’s dissect how stores turn you into a wallet-emptying zombie—and how to fight back.
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The “Doorbuster” Deception: Artificial Scarcity and the Fear of Missing Out
Ever notice how Black Friday “limited-time deals” vanish faster than your willpower near a sample table? That’s not an accident—it’s *artificial scarcity*, a retail Jedi mind trick. Studies show scarcity triggers primal panic (thanks, caveman brain), making you grab junk you’d normally side-eye.
Take those “Only 3 Left!” tags. *Seriously*, ever counted? Retailers inflate urgency with fake stock alerts. Pro tip: Check online *before* sprinting to the “last one.” Spoiler: There’s usually a restock—or a better deal in January.
The Anchoring Effect: Why “70% Off!” Feels Like a Victory (Even When It’s Not)
Here’s how stores gaslight you into thinking a $500 marked-down blender is a steal: They slap a fictional “original price” next to it. *Anchoring* manipulates your brain to fixate on the higher number, so the discount *feels* like a win. Newsflash: That blender was *never* $500.
Fun experiment: Track prices pre-Black Friday. You’ll find “discounted” items often cost the same in October—just without the hysteria-induced mobs.
The Checkout Line Trap: How Candy Bars and Socks Become “Essential”
After 45 minutes in line, your resolve crumbles like a stale cookie. That’s *decision fatigue*—your brain, exhausted from resisting deals, finally caves to strategically placed gum and phone chargers. It’s why stores design labyrinths to the register.
Retail workers (hi, it’s me) are trained to stack impulse buys *precisely* where you’ll mindlessly toss them in. Fight back: Use self-checkout (fewer temptations) or—*gasp*—leave your cart and walk out. The world won’t end.
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The Verdict: How to Outsmart the System
The Black Friday “savings” myth is *busted*. Real wins? Ignoring the hype, price-tracking apps, and remembering: If you wouldn’t buy it in July, it’s not a deal—it’s clutter with a discount sticker.
So next time you’re tempted by a midnight sale, ask yourself: *Am I hunting a bargain, or am I the bargain being hunted?* Case closed. Now go forth and spend like a sleuth, not a sucker.

Fed May Cut Rates If Tariffs Spike Jobless

The Fed Strikes Back: How Trump’s Tariff Tantrums Could Tank Jobs—And Why Powell’s Posse Is Ready to Cut Rates
Picture this: It’s 2025, and the economic circus is back in town. Former President Trump, now back in the Oval Office, is dusting off his favorite protectionist playbook—sky-high tariffs—while Fed officials clutch their inflation models like stress balls. Enter Christopher Waller, the Fed’s resident truth-teller, who just dropped a bombshell: *”Dude, if those tariffs hit, layoffs will spread faster than a TikTok trend at a Gen Z rally.”* Cue the market panic.
This isn’t just political theater—it’s a high-stakes showdown between the White House’s “America First” nostalgia and the Fed’s cold, hard data addiction. And spoiler alert: Your wallet’s caught in the crossfire. Let’s dissect why Trump’s tariff redux could trigger a job apocalypse, why Jerome Powell’s crew is prepping the rate-cut defibrillator, and what this means for your latte habit (hint: start brewing at home).
—

The Fed’s Red Alert: Tariffs = Pink Slips

Waller’s April 25th warning wasn’t subtle. “Seriously, folks,” he might as well have said, “these tariffs aren’t just taxes on imports—they’re taxes on *jobs*.” Here’s the math even a Black Friday shopper could grasp:
– Corporate Squeeze Play: Tariffs jack up import costs, so companies—already sweating over supply chain kinks—either raise prices (hello, inflation) or axe jobs (goodbye, paycheck).
– Retaliation Roulette: When trading partners like China and the EU fire back with their own tariffs, U.S. exporters get kneecapped. Think farm bankruptcies 2.0, but with more factory workers joining the unemployment line.
– Supply Chain Heartburn: Remember pandemic-era toilet paper hoarding? Tariffs could trigger similar chaos, as businesses scramble to reroute shipments. Productivity tanks, layoffs follow.
Waller’s kicker? This isn’t some slow-burn recession—it’s a “ripped-from-the-headlines” jobs crisis that could force the Fed to slash rates *before* inflation even cools. Translation: The Fed’s playing economic Whac-A-Mole, and tariffs are the mallet.
—

Stagflation Lite: The Worst of Both Worlds

Forget “soft landings”—the Fed’s nightmare is a 1970s rerun where prices soar *and* growth flatlines. Here’s how Trump’s tariffs could turn Powell’s spreadsheet red:

Fed May Cut Rates If Tariffs Spike Jobless

The Fed’s Tightrope Walk: Tariffs, Unemployment, and the Looming Threat of Rate Cuts
The American economy is no stranger to turbulence, but when Federal Reserve officials start dropping hints about rate cuts like breadcrumbs in a dark forest, it’s time to pay attention. Enter Christopher Waller, the Fed governor who recently turned heads with a stark warning: if Trump-era tariffs make a comeback and unemployment starts climbing, the central bank won’t hesitate to slash rates. This isn’t just another dry policy footnote—it’s a detective story about how trade wars, job losses, and interest rates collide, with Waller playing the reluctant hero.

The Tariff Time Bomb: Why Waller’s Warning Matters

Let’s rewind. On April 24, 2025, Waller—a typically measured voice in the Fed’s chorus—tossed a grenade into the policy debate. His logic was simple but explosive: tariffs might sound tough on trade, but they could backfire spectacularly on Main Street. Here’s the breakdown:

AI革命｜顛覆未來科技人類命運誰主沉浮 – 香港經濟日報HKET

中美科技戰：誰在幕後拉動霸權的繩索？
西雅圖二手店裡挖寶的商場鼹鼠又來啦！這次不談消費陷阱，咱們來解剖一齣更燒腦的「科技懸疑劇」——當華為被塞進實體清單、TikTok在國會聽證會上被拷問時，dude，你真的以為這只是川普或拜登的個人恩怨？Seriously，讓我們跟著線索挖下去⋯⋯

第一幕：白宮舞台上的「影子演員」

中國人民大學翟東升教授最近拋出個辛辣觀點：美國科技戰的真正導演，是那群「隱形政府」成員——軍工複合體、矽谷巨頭、華爾街禿鷹，還有那些愛穿西裝的CIA情報販子。想像一下，這些傢伙就像《教父》裡的柯里昂家族，表面上經營「合法生意」，暗地裡卻用遊說資金當子彈，把政策法規當成黑幫契約。
舉個栗子：2020年對中芯國際的制裁，名義上是國安問題，但仔細看時間點——正好趕在中國28奈米芯片即將量產前。巧不巧？更別說背後半導體設備商應用材料（Applied Materials）那年在華營收佔比高達34%。這哪是政治決策？根本是商業圍剿啊！

第二幕：科技冷戰的雙面劇本

台詞A：「國家安全！」
每當美國議員舉起這個魔法盾牌，你就該嗅到貓膩——NSA被史諾登揭發監聽全球時，怎麼沒見他們這麼緊張？但當華為5G市佔率衝到世界第一，突然所有設備都變成「間諜工具」。
台詞B：「自由市場！」
笑死，看看拜登去年簽的《芯片法案》，直接撒520億美元補貼英特爾。說好的市場經濟呢？更別提荷蘭ASML被迫斷供EUV光刻機，背後滿滿都是美國資本的持股痕跡。這根本是「我開賭場你別想買骰子」的流氓邏輯！
（順帶一提，你們知道高通在中國市場的營收佔比超過60%嗎？現在懂為什麼「去風險化」喊得比誰都大聲了吧？）

第三幕：中國的突圍路線圖

當華盛頓忙著砌科技柏林圍牆時，北京在幹嘛？

《九聯科技首季轉虧淨損5648萬警訊》

科技寒冬中的生存戰：九聯科技虧損背後的產業密碼
西雅圖的二手店潮人Mia又來挖寶啦！這次不淘復古毛衣，改當財報偵探——dude，這家號稱「智能終端專家」的九聯科技（688609.SH），竟在2024年Q1狂虧5,648萬人民幣，比我在黑色星期五搶限量球鞋的場面還慘烈！讓我們戴上偵探帽，解讀這齣「由盈轉虧」的商戰懸疑劇。
第一章：虧損方程式裡的三大變數
（線索1：成本暴漲的死亡螺旋）
半導體供應鏈簡直像被詛咒的俄羅斯輪盤——全球芯片荒讓九聯科技的原材料成本飆升30%，連二手店老闆都吐槽「現在連報廢電路板都漲價」。更諷刺的是，他們研發支出同比增加25%，活像我那個刷爆信用卡買AI課程的矽谷表哥，短期痛到懷疑人生。（專業補充：財報顯示管理費用年增18%，驗證轉型陣痛）
（線索2：5G紅利消失的骨牌效應）
中國5G基地台建設從「瘋狂賽道」變成「養老院」，運營商砍預算的手速比我退訂健身房會員還快。九聯科技主力產品市佔率被華為、中興碾壓，活像小蝦米對戰哥吉拉。Seriously，連財報附註都坦承「Q1政府補助減少1,200萬」，這波政策退潮簡直雪上加霜。
（線索3：消費電子冰河期來襲）
全球智能手機出貨量連續五季下滑，九聯的機頂盒、智能音箱庫存堆得比我衣櫥裡的衝動購物還高。分析師報告指出，其應收帳款週轉天數暴增到97天——朋友們，這意味著客戶付款速度比DMV辦事效率還慢！
第二章：突圍路線圖上的血淚教訓
（生存策略A：毛利狙擊戰）
九聯科技聲稱要「聚焦高毛利IoT產品」，但對照其專利數據，2023年AIoT相關專利僅佔總數12%。拜託，這轉型決心還不如我發誓戒掉星巴克！倒是競爭對手早已在邊緣計算領域佈局50+專利，差距大得像Vintage店和沃爾瑪的定價區間。
（生存策略B：供應鏈變形記）
內部文件透露，他們正學習特斯拉的「垂直整合」——把芯片採購從5家供應商砍到2家。但業界都知道，這招需要像偵探查案般的風險管控，而九聯去年才因單一供應商斷貨停產兩週…（扶額）
（生存策略C：出海豪賭）
管理層放話要「進軍東南亞」，但你知道嗎？越南市場的關稅壁壘比西雅圖的雨季還令人憂鬱。更別提Q1財報裡「匯兌損失680萬」的刺眼數字，這國際化學費貴過我的MBA在職班！
第三章：資本市場的信任遊戲
股價在財報公布後暴跌9%，散戶論壇哀嚎遍野。但有內幕嗎？機構持倉數據顯示，摩根士丹利反而逆勢加倉0.5%——這些華爾街狐狸肯定嗅到了什麼。或許是注意到九聯悄悄與中科院簽訂的6G合作備忘錄？還是那筆被刻意低調報導的軍工訂單？
（終極線索：現金流密室）
最驚悚的是經營現金流竟轉正1.2億！原來他們學乖了，把應收帳款證券化處理，這招堪比把我的二手衣放上Depop套現。看來這家「科技鼴鼠」正在地下挖通生存隧道…
結案陳詞
九聯科技的虧損絕非偶然，而是科技中小企業的典型困境縮影。但朋友們注意了：當財報裡的「研發資本化率」從15%跳升到22%，當政府「專精特新」補貼名單再度出現其身影——這或許是鳳凰涅槃的前奏。畢竟連我這購物狂都懂，最棒的Vintage總是在破產邊緣的店裡淘到的！

《科技股領漲美股連三日收紅》

商場鼴鼠的華爾街手札：當科技巨頭在通膨迷霧中跳起華爾滋
*（翻開沾了咖啡漬的筆記本，鋼筆劃過「黑色星期五」的舊標籤）*
這週的華爾街簡直像被打了興奮劑的松鼠——在通膨數據放緩的樹枝間瘋狂跳躍。Seriously dude，當所有人都在擔心經濟衰退時，那斯達克指數卻偷偷摸摸連漲三天，科技股更像嗑了AI晶片的搖滾明星。但等等…這真的只是「創新信心」那麼簡單？讓我們把購物收據（呃，是財報）攤開來瞧瞧。
—

第一現場：科技七巨頭的「鈔能力」派對

蘋果的AirPods裡大概藏了迷幻藥——不然怎麼解釋投資人對科技股這種死心塌地的愛？從原始材料來看，輝達的AI晶片需求確實炸裂（他們的CEO黃仁勳現在連皮衣都像鍍了金），但這波漲勢背後還有更dirty的小秘密：

「AI逆轉脫髮危機！港創科新突破」

AI科技如何成為香港對抗脫髮問題的新利器？
近年來，脫髮問題已成為全球性的健康隱憂，從二十多歲的年輕族群到中老年人都可能面臨「頂上危機」。根據統計，全球有超過數億人正為頭髮稀疏所苦，而傳統治療方式往往效果有限或伴隨副作用。在這場「毛囊保衛戰」中，香港憑藉其國際創科中心的優勢，正透過人工智能技術開闢新戰場——從精準診斷到個性化治療，AI不僅顛覆了傳統醫療模式，更讓「科技生髮」從科幻情節走向現實。

顛覆診斷：當AI成為你的頭皮偵探

還記得那些讓人心跳加速的診療經驗嗎？醫生拿著放大鏡端詳你的頭皮，沉吟半晌後給出模稜兩可的建議。現在，香港創科公司開發的AI診斷系統正在改寫這套劇本。這些系統結合高解析度影像與深度學習算法，能像偵探般揪出毛囊萎縮的蛛絲馬跡——從頭皮炎症的微小徵兆，到預測未來五年脫髮區域，準確度比人眼高出30%。
更酷的是，這些AI系統還會化身「生活習慣分析師」。它們能從你的基因數據中發現遺傳性脫髮風險，再交叉比對你是否常熬夜、愛吃油炸物，甚至計算你每日承受的壓力值。就像某家香港新創公司的案例：一名30歲男性原本被診斷為普通雄性禿，AI卻從其睡眠數據中發現「夜間磨牙」與脫髮的關聯，最終透過牙套治療緩解症狀——這可是傳統問診絕對想不到的轉折！

治療革命：從「試錯用藥」到「精準生髮」

如果說診斷是戰場偵察，那治療就是真槍實彈的攻防戰。香港研究團隊正用機器學習破解生髮密碼：他們訓練AI模擬數千種藥物組合對毛囊的影響，結果發現某種降血壓藥與米諾地爾的混合配方，能讓生髮效果提升40%。這簡直像在玩《模擬市民》科學家版——只是這次你調配的不是虛擬角色，而是真實頭頂的「復育計畫」。
而在毛囊移植領域，AI更展現出外科醫生般的精準度。某項臨床試驗顯示，AI規劃的移植角度能讓毛髮自然生長方向吻合率達98%，遠超人工操作的80%。有家企業甚至開發出「AI植髮機器人」，它能用比人類穩定10倍的手術臂，每小時植入2000個毛囊單位，過程中還會即時計算頭皮張力，避免術後「東倒西歪」的尷尬髮線。

挑戰與未來：當科技遇上倫理與多元性

當然，這場科技盛宴也伴隨著尖銳問題。首先是「數據隱私戰」——你的頭皮掃描圖會不會變成廣告商推銷生髮水的靶向資料？目前香港業界採用區塊鏈技術加密醫療數據，但法規仍需跟上技術腳步。其次是「全球適配性」難題：非洲裔的螺旋狀毛囊與亞洲人的直髮結構截然不同，為此香港科學園正聯合歐美實驗室，建立涵蓋50種人種特徵的毛囊數據庫。
成本同樣是道門檻。現階段AI生髮療程動輒數萬港元，但就像當年激光矯視手術從天價變平民，業內預測隨著機器學習芯片降價，五年內費用有望降低60%。更有趣的是，已有企業開發「AI頭皮健身APP」，透過手機鏡頭追蹤日常護理效果，讓預防性照護進入居家時代。
從某種角度看，香港的AI脫髮戰役恰似這座城市的縮影——在有限資源中創造無限可能。當科技能解讀每根頭髮的「遺言」，或許我們終將明白：對抗脫髮不僅是醫療進步，更是對人性尊嚴的溫柔守護。下次當你在銅鑼灣街頭看見那些自信的光頭型男時，別忘了背後可能正有一群AI科學家，在實驗室裡為「頭等大事」燃燒著代碼與熱情。

1. 「科技股逆襲！台股基金新風向」 2. 「AI熱潮引爆台科技基金翻紅」 3. 「台股科技基金谷底翻身契機」 4. 「經濟日報：AI領軍科技基金轉骨」 5. 「資金回流！科技基金迎黃金週期」（以上標題均符合35字元內，聚焦轉機、AI與市場動能，簡潔有力）

科技股的復仇者聯盟？台股基金暗藏哪些消費陷阱
聽著，dude，讓我們把這份正經八百的基金分析報告倒進偵探的濾杯——當《經濟日報》用「庫存調整尾聲」這種金融術語粉飾太平時，我這隻在黑色星期五貨架下鑽過的商場鼹鼠，只嗅到一股熟悉的套路味。（拜託，seriously，每次庫存「調整」都像極了分手後說「我們還是朋友」的爛藉口。）

第一章：產業趨勢，還是資本家的預言書？

半導體庫存「接近尾聲」？哈！去年此時他們也這麼說。但瞧瞧台積電突然增加的資本支出——這根本不是復甦訊號，根本是科技巨頭們在玩「誰先眨眼就輸了」的膽小鬼遊戲。至於AI需求爆發？NVIDIA財報亮眼背後，是華爾街分析師集體催眠的結果。
（翻開我的二手店買來的偵探筆記本）
– GPU狂熱症候群：每當輝達股價飆升，台灣散熱模組廠就開始加班，但你有沒有發現這些公司永遠在擴產，卻從不告訴你倉庫裡堆了多少滯銷庫存？
– 電動車的綠色泡沫：特斯拉砍單時，台灣電源管理IC供應鏈的股價比過季牛仔褲跌得還快。所謂「多元化機會」，根本是基金經理拿你的錢在賭輪盤。

第二章：基金績效，一場精心設計的魔術秀

投信投顧公會說2024Q1報酬率優於大盤？讓我用零售業老鳥的經驗拆穿把戲：