2026-05-22：NVDA 800亿美元回购指向硬件增长见顶，SpaceX快速IPO或抽走800亿美元被动资金流动性

英伟达交出爆炸式财报，却用八百亿美元回购透露另一层信号；SpaceX 还没真正登场，可能先让 Nasdaq 100 被动基金挪出两百多亿美元仓位。市场看似平静，真正的变量却藏在指数规则、利率路径和消费分层里。完整研报链接：https://deepmarket.report/zh/report/us_stocks/2026-05-22

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2026-05-22：NVDA 800亿美元回购指向硬件增长见顶，SpaceX快速IPO或抽走800亿美元被动资金流动性

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