AI资本开支再定价，硬件链跨时区承压

from 投研随身听 · host 慢研播客

二零二六年八月二十四日的唯一主线，是人工智能资本开支被重新定价。A股和港股白天先出现科技与硬件方向下跌，美股夜间半导体继续走弱，而银行、道指等防御或价值方向相对抗跌。节目强调市场时序，只把隔夜美股当作后续验证；下一交易日重点观察科技能否止跌、防御是否继续扩散，以及亚洲半导体是否延续弱势。

Episode metadata supplied by the publisher feed · Published Aug 24, 2026

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AI资本开支再定价，硬件链跨时区承压

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