EPISODE · Jul 1, 2026 · 5 MIN
EP107 | 芯片季暴赚2万亿，大空头逆势赌见顶
from AHA Daily
上半年收官：二季度美光、英特尔、AMD合计市值暴增2万亿美元，纳指刷新台阶；大空头Michael Burry却首次做空卡特彼勒，逆势押注AI行情见顶。Anthropic铺开Claude Sonnet 5、科研助手与药物发现，AWS砸10亿建落地部门，Palo Alto与CrowdStrike交出史上最强财报。油价创六年最大季度跌幅，比特币失守5.9万。
What this episode covers
上半年收官：二季度美光、英特尔、AMD合计市值暴增2万亿美元，纳指刷新台阶；大空头Michael Burry却首次做空卡特彼勒，逆势押注AI行情见顶。Anthropic铺开Claude Sonnet 5、科研助手与药物发现，AWS砸10亿建落地部门，Palo Alto与CrowdStrike交出史上最强财报。油价创六年最大季度跌幅，比特币失守5.9万。
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EP107 | 芯片季暴赚2万亿，大空头逆势赌见顶
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This episode is 5 minutes long.
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This episode was published on July 1, 2026.
What is this episode about?
上半年收官：二季度美光、英特尔、AMD合计市值暴增2万亿美元，纳指刷新台阶；大空头Michael Burry却首次做空卡特彼勒，逆势押注AI行情见顶。Anthropic铺开Claude Sonnet 5、科研助手与药物发现，AWS砸10亿建落地部门，Palo Alto与CrowdStrike交出史上最强财报。油价创六年最大季度跌幅，比特币失守5.9万。
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