2026-06-01：Nvidia“RTX Spark”重创Intel，但94美元原油才是科技股组合的真正威胁

Nvidia 的 RTX Spark 看似只是新芯片，实际上可能是在拆 Intel 四十年的护城河；可真正让科技股组合不安的，竟然不是 Intel 的下跌，而是九十四美元附近的原油、两万亿美元 SpaceX IPO，以及正在变窄的市场领涨面。当 AI 狂热遇上能源通胀，谁会先失速？完整研报链接：https://deepmarket.report/zh/report/us_stocks/2026-06-01

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2026-06-01：Nvidia“RTX Spark”重创Intel，但94美元原油才是科技股组合的真正威胁

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