BlockBeats 消息，12 月 25 日，“BTC OG 内幕巨鲸”代理人 Garrett Jin 发文表示，“上周美国股市的 AI 板块抛售主要由两个因素推动：卖方分析师对博通 CEO 言论的情绪化误读；关于极紫外光刻‘曼哈顿计划’的叙事。这两点在未来 6–12 个月内本质上只是噪音。
本周，AI 股票整体反弹，甚至包括此前表现最弱的个股，比如仍受债务问题拖累的甲骨文公司。这通常意味着恐慌情绪已经结束，并形成了一个阶段性底部。纳斯达克 100 指数已完全收复了此前由这些‘利空标题’引发的跌幅。
鉴于 ETH 具有明显的科技股 Beta（涨跌同向，波动更大）属性，其与纳斯达克 100 指数之间的相关性仍然维持在较高水平。”
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