EPISODE · Jul 30, 2026 · 8 MIN
AI史诗级去杠杆：出清后考验才刚开始
from 深度
全球AI交易拥挤度降至近一年最低，科技七巨头仓位遭惨烈清洗。高盛称最拥挤交易已出清，但真正考验才刚开始。韩国成风暴震中，KOSPI 200指数暴跌46%；费城半导体指数蒸发四分之一市值。AI板块从仓位博弈转向业绩验证。
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AI史诗级去杠杆：出清后考验才刚开始
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