确实就是ai硬件和a_老虎社区_美港股上老虎 - 老虎社区

确实就是ai硬件和ai应用的区别，恒科不能简单地和纳指对比，阿里和腾讯的芯片地位远不如美股的几大巨头

美股再创新高！宏观数据利空，后市如何解读？

科技巨头推动标普500、纳指时隔一个交易日再创新高，但美国PPI数据超预期升温，长端美债收益率创多年新高。标普500涨0.6%，纳指涨1.20%，均创历史收盘新高，半导体指数涨约2.6%、收复周二跌幅。美股尾盘，获利回吐导致小盘股回落持平，道指也随之微跌。【宏观数据与市场走势产生巨大分歧，现在你的操作策略是？】

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HilaryWilde
05-13 09:42
HilaryWilde
这点我认同应用端估值真能追上吗

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