费城半导体指数在两天内累计下跌超过10%，此前Meta的AI算力计划以及Anthropic的芯片相关谈判消息促使投资者重新评估AI交易。
据 NS3 报道，高盛的存储器股票篮子在过去两天内下跌超过18%。
部分机构认为，市场是在重新评估AI交易逻辑，而非否定长期AI需求。
费城半导体指数两日累跌超10%
2026-07-03 02:40:01
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