范式转变与泡沫：AI芯片和比特币的强劲趋势仍可引发严重回调
Paradigm shifts vs bubbles: AI chips and bitcoin show powerful trends can still produce severe corrections
Structural change can create lasting opportunities, but explosive rallies in semiconductors, metals and bitcoin show how quickly strong narratives can become speculative excess.
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力