黄金如期下探，再次破4迟早的事。

同在芯片抛售中，英伟达今日逆势微涨0.25%、展现龙头韧性，苹果市值一度反超英伟达；而AMD重挫8.15%，近日更被曝面临中国自研DUV设备扩产的供应链担忧。同为AI算力核心，抗跌力天差地别，反映资金在"确定性龙头"与"高估值跟风者"之间做取舍。这轮杀跌里，英伟达的相对强势能延续，还是补跌只是迟到？

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