当前美股回撤不同于4月关税战引发的急跌,此次缺乏单一触发事件,以 AI 泡沫化为源头,转而放大高失业率、通胀压力、高杠杆,美联储可能不降息等原因,导致科技股暴跌。



Nvidia财报虽超预期却未能平息AI泡沫疑虑,美股科技板块领跌,机构纷纷抛售,桥水创始人Ray Dalio公开称市场确存泡沫,美股熊短牛长,短期可能还会继续承压直到业绩追上市场。
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