比推消息, “1011 内幕巨鲸”代理人 Garrett Jin 在 X 平台发文表示,尽管格陵兰事件近期受到关注,但分析显示周二美股下跌主要由科技板块内部轮动推动,AI 相关股领涨,软件与计算机板块承压,属于微观层面的行业轮动逻辑,而非宏观恐慌抛售。全球资产波动的主要推动力是债券市场抛售:
比推消息, “1011 内幕巨鲸”代理人 Garrett Jin 在 X 平台发文表示,尽管格陵兰事件近期受到关注,但分析显示周二美股下跌主要由科技板块内部轮动推动,AI 相关股领涨,软件与计算机板块承压,属于微观层面的行业轮动逻辑,而非宏观恐慌抛售。全球资产波动的主要推动力是债券市场抛售:
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