AI要看落地了，不一_老虎社区_美港股上老虎

Kenny2025

2025-12-31

AI要看落地了，不一定是这些巨头

纳指100今日跌2.04%、纳斯达克跌1.74%正式进入技术性调整。Yahoo称美联储主席沃什（Warsh）的"两个字"直接引爆抛售，道指创一年多来最大单日跌幅；Benzinga更点名"沃什重击AI交易，30分钟内十大输家"多为科技股——英伟达跌3.55%、AMD跌5.51%首当其冲。加息担忧叠加AI泡沫质疑。鹰派转向下，这波AI去杠杆才刚开始吗？

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