The era of massive inflation brought by AI has just begun. Last year it was memory and storage, now it's consumer electronics. At the same time, AI will replace all computer-based jobs within five years — all of them. The unemployment rate will continue to rise sharply, consumption will remain sluggish, and inflation will surge. The Fed is unlikely to cut interest rates in the short term. The price increases in consumer electronics will be reflected in next quarter's earnings reports. The market may see an extreme divergence where leading stocks soar while others collectively crash. #0成本拿2股SK海力士