AI 风口转向实体经_老虎社区_美港股上老虎

AI 风口转向实体经济，纳指碳十二拌意大利葱油饼

纳指100ETF今日跌1.64%，AI与芯片股连续第二日重挫拖累大盘，Yahoo以"AI没有容易钱了"定调本轮回调。伊朗威胁封锁红海航道加剧避险情绪，黄金却意外跌破$4,000，risk-off特征明显。市场开始质疑AI资本开支叙事的估值透支。这波AI去杠杆是健康换手，还是趋势级别的转向？

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