AI 泡沫担忧影响美股走势,英伟达面临利润压力

链捕手
Nov 21, 2025

ChainCatcher 消息,据金十报道,分析师 Adam Button 表示,今天的美股走势不符合多头预期,许多股票在图表上留下难看的 K 线。他指出,英伟达存在泡沫,谷歌的 Gemini 3 表现进一步验证了这一点,表明其他公司也能在没有英伟达芯片的情况下制造大型语言模型,这可能降低英伟达的利润。英伟达占标普 500 指数的 8%,其价值减半将直接削减 4 个百分点。此外,美联储的态度也影响...

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