市场面临三重考验。【2026-06-05】

市场面临3大考验

1 加息预期，非农大超预期，导致年内加息预期大幅上升，5月份新增非农人数17.2万，远高于经济学家预期 $标普500ETF(SPY)$

2 半导体板块涨多了，引来了空头，获利盘兑现压力大，做空的空头也集中火力。 $博通(AVGO)$ $英伟达(NVDA)$

3 美股第三重风险是SpaceX上市，散户卖出股票申购SpaceX，资金的压力从昨天到6月11日之前一直存在。 $Space Exploration Technologies Corp(SPCX)$

博通Q2财报beat、AI收入同比翻倍以上，但AI收入指引逊色。盘后股价跌12.57%。此前股价已冲至历史新高、把强劲预期提前透支，财报兑现反成获利了结的契机。定制ASIC与VMware软件的长期叙事并未改变，只是短期估值跑得太前。AI芯片龙头财报后被错杀，还是估值见顶的信号？你会逢跌买，还是等情绪消化？这次是否会跌破400美元？

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