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Nvidia juggernaut upends markets
龐大的輝達是如何顛覆市場的?

In an era of stickier inflation, perceptions of the relative risk of different assets are changing
在一個通膨更加頑固的時代,人們對不同資產相對風險的看法正在發生變化。

Back in the day, I had a mild obsession with Mario Draghi’s ties. At the time, the Italian was president of the European Central Bank and the internet was fun in a way that is hard to imagine now. Very online people, including me but also including supposedly busy bankers and fund managers, spent a decent amount of time on Twitter guessing what colour tie Draghi would wear to his post-rate-announcement press conference and what symbolism it would convey. (Answer: none, but it was good clean fun, and that electric blue tie did seem to come out a lot at key moments.)

很久以前,我對馬里奧•德拉吉(Mario Draghi)的領帶有一種輕微的癡迷。當時,這位義大利人擔任歐洲央行(European Central Bank)行長,而網路的樂趣如今很難想像。包括我在內的很多網民,甚至包括那些忙碌的銀行家和基金經理,都花了相當多的時間在推特上猜測德拉吉在利率公告後的新聞發佈會上會戴什麼顏色的領帶,以及它會傳達什麼象徵意義。

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