大轮动：投资者撤离“美股七巨头”和加密资产，转投AI瓶颈环节
2026-06-18 11:39:02
据CoinDesk报道，资金正从“美股七巨头”和比特币流出，转向半导体、存储芯片、数据中心地产及航天相关机会。微软较近期高点跌33%、Meta跌28%，特斯拉、亚马逊、英伟达和Alphabet均较高点回落逾10%，苹果回落7%；比特币较10月历史高点下跌约50%。今年Sandisk涨约800%、Global X人工智能与科技ETF涨约140%，美光涨约230%、VanEck半导体ETF涨67%。报道称，Alphabet、亚马逊、微软和Meta今年资本开支预计合计7250亿美元，较去年纪录增77%，回购在2025年降33%至1320亿美元。
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