全球股票市场正在遭遇一场“中东地缘冲突大规模升温,叠加能源通胀回归,以及AI算力动量去杠杆”的复合型超级压力测试。目前,费城半导体指数已较6月高位回落逾20%,正式进入技术性熊市;韩国股市则因存储芯片权重过高、单股杠杆ETF每日再平衡和散户融资仓位集中,成为全球AI算力交易大逆转的“震中地带”。对韩国人工智能(AI)数十亿美元杠杆的押注,将一度被视为“全球增长可靠晴雨表”的韩国市场扭曲成了一个疯狂...
Source Link全球股票市场正在遭遇一场“中东地缘冲突大规模升温,叠加能源通胀回归,以及AI算力动量去杠杆”的复合型超级压力测试。目前,费城半导体指数已较6月高位回落逾20%,正式进入技术性熊市;韩国股市则因存储芯片权重过高、单股杠杆ETF每日再平衡和散户融资仓位集中,成为全球AI算力交易大逆转的“震中地带”。对韩国人工智能(AI)数十亿美元杠杆的押注,将一度被视为“全球增长可靠晴雨表”的韩国市场扭曲成了一个疯狂...
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