存储与半导体股动能减弱，比特币反弹显示投资者关注点或转变
2026-07-03 10:42:47
据CoinDesk报道，2026年上半年受AI需求带动的存储与半导体板块近期走弱：Roundhill Memory ETF（DRAM）较6月高点回落约25%，VanEck Semiconductor ETF（SMH）下跌约12%。比特币7月1日跌破58000美元后反弹至61000美元上方；此前Sandisk（SNDK）年内涨逾530%、美光科技（Micron Technology，MU）涨逾230%。彭博称Meta Platforms（META）拟成立Meta Compute出售多余GPU算力，引发相关“neocloud”公司IREN、Cipher Digital（CIFR）和TerraWulf（WULF）回调，市场或出现从AI基础设施向数字资产再平衡迹象。
Disclaimer:
1. The information provided does not constitute investment advice. Investors should make independent decisions and bear all risks themselves.
2. The copyright of this content belongs to the original author. The views expressed herein are solely those of the author and do not represent the stance or position of this website.
Previous article：
HypeStrat 7天增持60万枚HYPENext article：
Tiger Research：国内监管真空下建议出海代币化
