广告科技巨头Trade Desk（TTD）成为标普500指数今年跌幅最大的成分股。截至周二，其股价已暴跌约三分之二。这家加州企业2月营收未达预期，8月又遭分析师下调评级，陷入双重困境。
数据存储领域则上演逆袭大戏——西部数据（WDC）年内飙升近300%，稳坐标普500涨幅榜首。随着人工智能对数字存储的饥渴需求引爆投资热情，硬盘制造商迎来行业春天。其竞争对手希捷科技（STX）股价同期暴涨225%，形成双雄并立格局。
比特币持仓公司Strategy（MSTR）尽管在12月采取举措对冲加密货币抛售潮，仍难逃纳斯达克综合指数年度最差表现。截至周二，其股价累计下挫46%，凸显数字资产相关个股的剧烈波动。
欧洲市场同样风起云涌。德国能源企业西门子能源（XE:ENR）以139%的涨幅称霸欧洲斯托克50指数。该公司1月业绩超预期，11月又上调长期展望，获得资本市场持续青睐。
芯片板块更是资本宠儿。在中美人工智能军备竞赛和史诗级资本开支浪潮推动下，美光科技（MU）股价跃升近250%。美国超微公司（AMD）与英伟达（NVDA）亦双双录得可观的双位数百分比涨幅，共同勾勒出半导体行业的黄金年份。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.