Tom Lee：AI瓶颈股回调，游轮股走强
2026-07-17 14:22:55
Tom Lee表示，AI瓶颈股正在回落，而下游股则在绝对值上上涨。据 NS3 报道，Lee将SMH和DRAM列为瓶颈股，将MAGS和IGV列为下游股。
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