<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>我的博客</title><description>记录美股投资和 AI 应用的思考，也转载一些值得读的文章。</description><link>https://blog.081188.xyz/</link><item><title>方向对了，理由错了：一份&quot;做空 AI 芯片&quot;报告的逐条体检</title><link>https://blog.081188.xyz/posts/ai-chip-short-review/</link><guid isPermaLink="true">https://blog.081188.xyz/posts/ai-chip-short-review/</guid><description>方向看对了，择时也漂亮，但撑起结论的几根主要柱子大多经不起检验。</description><pubDate>Fri, 06 Nov 2026 04:00:00 GMT</pubDate></item><item><title>民主党拿下参众两院：美股受益与受损分析（含科技股细分）</title><link>https://blog.081188.xyz/posts/democrats-win-congress-us-stocks/</link><guid isPermaLink="true">https://blog.081188.xyz/posts/democrats-win-congress-us-stocks/</guid><description>民主党控制国会后，真正受益的是靠拨款权、谈判筹码和监督权就能改善处境的板块；受损的是指望共和党再通过新法的板块。</description><pubDate>Wed, 04 Nov 2026 04:00:00 GMT</pubDate></item></channel></rss>