EPISODE · Jul 18, 2024 · 6 MIN
半导体灰犀牛冲击第二波，全球股市系统性压力急升
from 维明说投资
最近美股经历了自2020年以来最大单日跌幅，主因是美国对中国芯片行业施加新的限制。这场跌势不仅仅关乎一天的市场情绪，它反映了全球科技、尤其是半导体领域的深层次变动。英伟达、苹果等科技巨头受到打击，亚洲市场也受波及。探索这次大跌背后的深层原因和未来投资市场可能面对的形势。00:02:17:全球科技股调整：美国对中国科技领域收紧的影响将持续加深00:04:19:全球半导体芯片行业进入深度调整，AI驱动的牛市或终结，风险巨大！00:06:21:市场风险与机会：如何在当前的股市环境中做出明智的决策？
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半导体灰犀牛冲击第二波，全球股市系统性压力急升
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