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博通

英伟达盘中跌超7%，收跌2.6%、在科技七巨头中独跌，英伟达AI链齐跌，CoreWeave收跌超3%；谷歌AI链走高，谷歌涨超1%、三日连创历史新高，博通涨近2%，逼近纪录高位，传出考虑用谷歌TPU后，Meta涨近4%。【市场出现“多谷歌，空英伟达”的套利模式，大家觉得按照这个趋势，谷歌市值，会不会有一天将超过英伟达？】

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