当地时间10月13日，美股牛市迎来四周年。 这四年，标普500指数累计上涨119%，AI产业链成为最明确的主线：存储龙头闪迪股价累计上涨逾41倍；Palantir、Vertiv等也因AI应用落地和基础设施需求爆发，实现超20倍的大涨。 然而，牛市迈入第五年的首周，科技股便遭遇重挫。费城半导体指数本周累跌11.4%，过去八个交易日累计下跌逾13%、成分股市值蒸发约2万亿美元。纳指和标普500指数...
Source Link当地时间10月13日，美股牛市迎来四周年。 这四年，标普500指数累计上涨119%，AI产业链成为最明确的主线：存储龙头闪迪股价累计上涨逾41倍；Palantir、Vertiv等也因AI应用落地和基础设施需求爆发，实现超20倍的大涨。 然而，牛市迈入第五年的首周，科技股便遭遇重挫。费城半导体指数本周累跌11.4%，过去八个交易日累计下跌逾13%、成分股市值蒸发约2万亿美元。纳指和标普500指数...
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