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JWBTC
昨晚美股，冰火两重天。
苹果、微软逆势收涨，能源股和沃尔玛这类防御板块也集体飘红。
半导体则一片惨烈：美光暴跌近4%，海力士跌超4%，英特尔跌3.2%，AMD跌2.28%——整个芯片板块，几乎无一幸免。
逻辑很清晰：半导体在杀估值，资金正从科技切向防御。
拿着半导体的兄弟，昨晚又是一碗大面。
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