AI拥挤交易迎来大清算!科技巨头割裂分化,资金血洗半导体奔入“价值避风港”

智通财经
Jul 29
【AI拥挤交易迎来大清算!科技巨头割裂分化,资金血洗半导体奔入“价值避风港”】智通财经APP注意到,在扎堆涌入芯片股和所谓“AI赢家”之后,投资者如今正急于削减这类敞口并重新平衡投资组合。即便考虑到这一点,近几日因中国竞争风险而加速的抛售看起来仍为时尚早。

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