2026-06-02:科创50暴跌5%与3700股普涨并存:这是拥挤度清算,也是AI主线向“应用与端侧”的残酷高低切 episode artwork

EPISODE · Jun 2, 2026 · 5 MIN

2026-06-02:科创50暴跌5%与3700股普涨并存:这是拥挤度清算,也是AI主线向“应用与端侧”的残酷高低切

from 深度市场: A股

科创50暴跌五个点,为什么三千七百多只股票却在上涨?这不是简单调整,而是一场资金从拥挤硬件赛道撤离、转向电力、AI PC和应用端的高低切。大有能源为何成了“AI尽头是电力”的锚?软通动力的突破又意味着什么?完整研报链接:https://deepmarket.report/zh/report/cn_stocks/2026-06-02

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2026-06-02:科创50暴跌5%与3700股普涨并存:这是拥挤度清算,也是AI主线向“应用与端侧”的残酷高低切

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