伯言的投资思考
2024.04.23 14:36

$Marathon Digital.US 今日轮到你起飞啊

LongPort - 伯言的投资思考
伯言的投资思考

美股复盘:矿股复苏,AI 跌破趋势

$Marathon Digital.US $英伟达.US $CleanSpark.US 周五纳指在 7 巨头的带领下破位下跌,纳指下跌超过 2 个点,英伟达更是出现了-10% 的跌幅。但是从标普 500 全部成分股来看,涨多跌少,还比较健康,下跌主要集中在科技股。目前我倾向于认为这是由于过去一年来市场资金过度拥挤在 AI 和 7 巨头之上,在季报前规避不确定的集体行为...

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