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wxqdoit
上周纳指跌了4.5%,芯片板块经历了一轮令人窒息的八连杀,VIX一度逼近20。CoreWeave信用事件把AI资本开支的债务恐慌情绪打到了极致,$null 也跟着被拖进了泥潭。而今天盘前画风突变,半导体ETF集体翻红,SOXL盘前直接弹了7.77%,存储和光通信领涨,英伟达盘前也稳在217附近。表面上AI叙事又回来了,但拆开看资金来路,这更像是空头回补叠加超跌后的技术性修复,而非趋势反转的信号。
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