【美股半导体上演超级反攻行情! “去杠杆废墟”正在孕育主升浪 AI算力主题率先冲锋】智通财经APP获悉，周四美股盘前，与AI算力基础设施密切相关联的半导体股票集体狂飙，似乎预示着近期持续陷入极端去杠杆与拥挤仓位出清、AI资本开支迟迟不见乐观回报悲观情绪的半导体板块迎来久违的“看涨情绪非理性宣泄式”的超级大反攻行情。与此同时，对于全球股市行情仍然持谨慎立场的策略师们看来，近两个月以来全球投资者们一直试图但基本未能找到一个能够打破美国股市这种新近形成的、剧烈震荡却始终原地踏步状态的重磅信号。
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