金吾财讯 | 费城半导体指数持续受挫，暂跌2.92%。成分股中，美光科技(MU)跌7.59%、迈威尔科技(MRVL)跌5.96%、Credo Technology(CRDO)跌5.65%、英特尔(INTC)跌5.33%、美国超微公司(AMD)跌5.24%。“大空头”史蒂夫·艾斯曼本周发出警告称，那些正推动股市上涨的AI巨头们，可能恰恰缺少一样东西来证明其巨额投入的合理性——那就是“护城河”。艾斯曼在他最新一期的播客节目中直言，“这些巨头公司正在为某些可能毫无护城河的东西砸下数万亿美元，这绝非长久之计。”
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