美股本周大波动,投资者在担心:美国经济真的强吗?AI成利空了?避险资产炒成风险资产了?

华尔街见闻
Feb 08

“市场到处都是坑,有些坑正在变成特定资产和板块的陷阱。”美股本周剧烈震荡,市场的裂缝越来越清楚。本周早些时候,市场市值一度蒸发超过1.5万亿美元,逼迫交易员重新掂量几个原本被默认的前提:美国经济还能不能撑起又一年两位数的涨幅?AI承诺的效率提升,会不会反过来挤压一批现有公司的生存空间?散户的交易热情是否把一些本该“避险”的东西炒成了高波动品种?这次受冲击的不止软件股。小盘股、贵金属矿企、数字资产...

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