EPISODE · May 31, 2026 · 9 MIN
AI叙事到验牌时刻：6月市场关键
from 深度
在本轮以AI资本开支为驱动的行情中，分子端的变化正是决定市场转换的核心因素。6月市场将在震荡中等待验牌时刻：如果霍尔木兹海峡重开，市场将更有可能重回HALO交易；如果尾部风险情境出现，或难有独善其身。
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AI叙事到验牌时刻：6月市场关键
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