107320750
参与了投票
最新的市场走势看起来越来越符合摩根士丹利的AI轮动主题。
7月15日， $苹果 (AAPL.US)$ 上涨近4%，创下历史新高，而 $微软 (MSFT.US)$ , $亚马逊 (AMZN.US)$ , $谷歌-C (GOOG.US)$ 和 $Meta Platforms (META.US)$ 均上涨约3%。
半导体板块则走势相反。 $美光科技 (MU.US)$ 下跌近8%， $闪迪 (SNDK.US)$ 跌幅超过8%， $西部数据 (WDC.US)$ 下跌约9%，……
7月15日， $苹果 (AAPL.US)$ 上涨近4%，创下历史新高，而 $微软 (MSFT.US)$ , $亚马逊 (AMZN.US)$ , $谷歌-C (GOOG.US)$ 和 $Meta Platforms (META.US)$ 均上涨约3%。
半导体板块则走势相反。 $美光科技 (MU.US)$ 下跌近8%， $闪迪 (SNDK.US)$ 跌幅超过8%， $西部数据 (WDC.US)$ 下跌约9%，……
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107320750
赞了
$闪迪 (SNDK.US)$ 没有大型机构买家，而太多散户多头被套。看看订单流，肯定要回落。远期市盈率也太高了。
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