000847的风险管控方式与多数主动基金存在差异。它不依赖对市场走势的预测来调整仓位,主要依托两大机制:
我对日常依赖的系统了解越深,就越相信整个计算机领域犹如一座我们共同放任燃烧的垃圾场。这本质上是个社会性难题——而人们,一如既往地试图用技术手段去化解它。
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You know what did happen, though? A global supply chain and manufacturing nightmare precipitated by tariffs, the AI explosion, and, of course, the endless chaos of the video game industry. Oh, and there’s the relentless continuation of a trend that defines the modern toy industry: more and more toys and games are made for adults, who have a bunch of money, instead of kids, who don’t. Chris and I talked about that quite a bit, and I think his point of view is at once totally logical and also completely surprising.
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