这速度可真是太快了。北京时间今日凌晨,因地缘缓和,鲍威尔谈及提前降息和汇丰一份研报,美股继续大幅反弹,纳斯达克100指数创下收盘新高,较关税后低点反弹近40%,速度仅次于疫情后的反弹。除了宏观上的助力,汇丰的一篇吹票研报被认为是重要推手:对博通持更为积极的看法,因其ASIC业务前景明朗:我们此前态度较为谨慎,希望看到ASIC客户管道的前景更加明朗。我们还担心苹果在无线业务领域的份额损失,以及...
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