散户投资者正纷纷撤离某些筹码。根据摩根大通和万达研究分别发布的报告，近几日，散户交易者大量抛售硬件股及其他人工智能相关股票。那些在本周早些时候选择离场的人，现在可能正暗自懊悔——芯片股成了今日市场的最大赢家之一，费城半导体指数大涨逾8%。
摩根大通的报告显示，科技类ETF的周度资金流出量已创下历史第二高位。而万达研究的分析师则指出，这是自2020年以来最显著的单只股票抛售潮。抛售主要集中在闪迪、美光科技和迈威尔科技等股票上——这些股票在四月或五月曾录得惊人涨幅，但随着夏季的到来，它们从高点急剧回落。尽管闪迪在周四的交易中大幅反弹，但距其历史最高点仍下跌约46%；美光科技则已跌去约30%。
然而，万达研究的分析师认为，散户并未完全撤离股市，只是变得更加挑剔。若其他投资者也开始抛售，这种态度转变可能会引发一些问题——不过，就今天而言，我们似乎不必为此过分担忧。
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