今天美股真是红通通的一片,三大股指全线下挫。科技股抛售潮进一步蔓延,芯片股大幅下挫,市场遭遇重创。


龙头科技股多数下跌:特斯拉收跌5.79%,苹果,谷歌小幅回调;
AMD、英特尔,高通、希捷科技等芯片股大跌6%–8%+;
存储芯片成重灾区,美光跌12%、闪迪跌13%,年内最强标的迎来剧烈回撤。
恐慌情绪升温,VIX波动率大幅走高,市场避险情绪抬升。
本轮下跌并非基本面崩盘,导火索是谷歌资深AI科学家离职,叠加市场对AI巨额基建投入、回报不及预期的质疑加剧,资金耐心彻底退潮。
本质:AI赛道交易过度拥挤、杠杆拉满,触发被动踩踏式出清。
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HighAmbition
· 14h ago
2026 GOGOGO 👊
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