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Call · @ez99131 · unranked
@ez99131
@ez99131 · Fri, Aug 21
财政部刚刚“救”完美债一天,30Y又回到5.26%,所以美国真的开始YCC了吗 #美股 #AI #半导体 𝗔𝗜需求没有崩,市场正在从“买AI”变成“买确定性” 昨晚美股继续调整。 道指 -1.32%,标普500 -0.87%,纳指 -1.00%。 但半导体内部完全不是一个走势: $MRVL +5.8% $MU +3.97% $AVGO +0.43% $NVDA 小幅下跌 h14d agoview on X ↗media on X
tweeted Fri, Aug 21 · counted from Mon, Aug 24 close
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