2026年10月以来,市场对“AI泡沫临近破裂”的讨论快速升温,英伟达股价连续四个交易日回调,截至美股9日收盘,自高点下跌5.8%,收至每股229.28美元。从年初的AI算力供不应求,到年中机构集体预警风险,本轮AI行情的多空博弈已经进入全新阶段。作为全球市值第一的科技企业,英伟达的业绩表现、资本动作与信用风险,是直接决定整个美股科技板块估值体系的核心变量,并通过“达链”订单预期影响A股科技股的...
Source Link2026年10月以来,市场对“AI泡沫临近破裂”的讨论快速升温,英伟达股价连续四个交易日回调,截至美股9日收盘,自高点下跌5.8%,收至每股229.28美元。从年初的AI算力供不应求,到年中机构集体预警风险,本轮AI行情的多空博弈已经进入全新阶段。作为全球市值第一的科技企业,英伟达的业绩表现、资本动作与信用风险,是直接决定整个美股科技板块估值体系的核心变量,并通过“达链”订单预期影响A股科技股的...
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