短期看跌长期看涨 _老虎社区_美港股上老虎

Ivan___

2024-07-26

短期看跌长期看涨

ai肯定是未来，但未来还没来

当发现ai暂无可落地的盈利场景

ai大战变成了屯卡，给nvda打工的时候

ai变成传统工业了，要买卡才有算力

没有了科技股的想象力，泡沫肯定要出清

不过长期看，ai 降息多种因素叠加

短期回调长期看好

【讨论】纳指大跌，美股科技见顶了吗？

自前两周公布的美国6月通胀数据发布后，之前坚不可摧的“科技七巨头”开始频繁调整，不过市场有观点认为，最近这波美股科技股的调整，其实更像是把之前太集中的风险给释放了。科技巨头财报不佳引发恐慌抛售，周三纳指下跌3.6%领跌美股，与标普500齐创2022年底以来最大单日跌幅。AI热度降温令纳指100市值蒸发1万亿美元。【科技股现在是见顶了吗？各位现在会怎么操作？】

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