EPISODE · Jun 23, 2026 · 4 MIN
EP099 | 资金大撤离，AI退潮纳指重挫道指逆袭
from AHA Daily
AI退潮主导市场——纳指重挫1.33%、Alphabet创一年最大跌幅，资金撤离AI涌入工业股，道指逆势收红。但产业端豪赌不停：英伟达200亿非收购拿下Groq、SpaceX签63亿算力大单、美光绑定Anthropic、谷歌入股A24做AI电影。二级市场降温与一级砸钱的背离，是当下最值得盯的信号。另聊V社Steam主机与内存抢货、格林斯潘逝世、比特币横盘。
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EP099 | 资金大撤离，AI退潮纳指重挫道指逆袭
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