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刚刚！
#存储芯片股再度下跌，AI投资回报担忧加剧
《美光闪迪连跌 硅谷万亿算力回报承压》
存储板块这两天又吃大面，闪迪单日大跌八个多点，美光也跟着跌了六点。根源是Meta等大厂资本开支飙到八千多亿，华尔街开始怀疑算力变现能不能收回成本。
一旦下游算力回报跑不通，上游高估值芯片立马被砍仓，连锁反应直接顺着管网波及到币圈。
大饼二十二号回踩八万一千六后，当天爆出五亿五千万美元成交承接托底，二十三号缩量稳在八万一千七附近。 $BTC
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