好久没见_老虎社区_美港股上老虎

好久没见

谷歌今日逆势跌约 3.61%，在大型科技股中领跌。个股层面并无明确利空，更多是 CPI 前的避险情绪，叠加"华尔街重新包装 AI 泡沫"、AI 资本开支叙事降温的板块传导。当资金开始质疑万亿美元 capex 的回报，谷歌的回调是轮动错杀，还是逻辑降温的前兆？

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