芯片长城与制度裂痕:2026年第3周美国资本市场深度策略分析

华尔街俱乐部
Jan 18

执行摘要2026年1月12日至1月17日的交易周,美国资本市场经历了一场深刻的“冰火两重天”。一方面,以台积电(TSMC)和美光(Micron)为代表的半导体行业交出了令人惊叹的成绩单,确立了人工智能(AI)基础设施建设周期的长期性与确定性,为科技股提供了坚实的估值支撑;另一方面,华盛顿的政策迷雾——从联邦储备系统(Fed)面临的司法压力,到白宫突如其来的信用卡利率管制提案——引发了机构投资者对“...

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