EP100 | 谷歌入主道指剔除老电信，AI芯片股一夜集体崩跌

第一百期。Alphabet正式入选道琼斯工业平均指数、6月29日替换Verizon，谷歌首次跻身百年蓝筹；同日内存与AI芯片股集体重挫，闪迪、美光、Arm齐跌超10%，纳指挫2.2%、VIX跳涨。市场在为AI估值做体检。另聊Meta 299美元智能眼镜、Cerebras财报跌10%、Groq融资6.5亿、工厂裁员逼近危机水平、比特币跌破6.3万。

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

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EP100 | 谷歌入主道指剔除老电信，AI芯片股一夜集体崩跌

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