AI财报季前科技股波动加剧
2026-07-28 08:29:14
据界面新闻报道，过去半个月，全球科技股尤其AI主线波动加大，市场担心Meta计划对外出租部分算力后，头部云厂商是否存在算力富余，并波及存储“涨价链”叙事。文中称，韩国半导体资产、A股科技板块随后承压，7月21日国内科技股又出现大幅修复。
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