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而今迈步从头越嘉嘉嘉

03-24 04:01

去尼玛的**，所以的芯片股都在涨就你在跌

异动解读 | 高盛警告AI板块或成抛售来源，美光科技盘中大跌5.01%

而今迈步从头越嘉嘉嘉

2025-04-07

每天都会来看你的分享和发言，你真的是太神了！期待你可以有时间继续更新！

@肯特岗小镇做T家:The decline in US stock market has only just begun, but I guess many die-hard long-positioned believers are already struggling to hold on.$Apple(AAPL)$

$Amazon.com(AMZN)$

$Tesla Motors(TSLA)$

$Alphabet(GOOG)$ [YoYo]

去老虎APP查看更多动态

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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-03-24 00:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美光科技(MU)今日盘中股价大跌5.01%，引起了市场的广泛关注。</p><p>消息面上，高盛在最新报告中警告，美国股市正出现越来越多的脆弱迹象，市场已进入负Gamma区域，价格波动的分布区间显著扩大。报告指出，AI相关股票及“Mag7”成为市场中少数持仓仍接近历史高点的领域，若投资者需要进一步筹集现金或降低风险敞口，AI复合体将成为最后也是最大的潜在抛售来源之一。</p><p>高盛的分析显示，在多数板块已经历系统性减仓之后，AI板块成为当前市场中持仓规模与浮盈均最为集中的“最后堡垒”。若市场需要进一步融资或降险，AI板块将是逻辑上最顺畅的卖出来源。美光科技作为重要的芯片制造商，其业务与AI发展密切相关，因此受到市场整体去风险化情绪的影响。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194780820","content_text":"美光科技(MU)今日盘中股价大跌5.01%，引起了市场的广泛关注。消息面上，高盛在最新报告中警告，美国股市正出现越来越多的脆弱迹象，市场已进入负Gamma区域，价格波动的分布区间显著扩大。报告指出，AI相关股票及“Mag7”成为市场中少数持仓仍接近历史高点的领域，若投资者需要进一步筹集现金或降低风险敞口，AI复合体将成为最后也是最大的潜在抛售来源之一。高盛的分析显示，在多数板块已经历系统性减仓之后，AI板块成为当前市场中持仓规模与浮盈均最为集中的“最后堡垒”。若市场需要进一步融资或降险，AI板块将是逻辑上最顺畅的卖出来源。美光科技作为重要的芯片制造商，其业务与AI发展密切相关，因此受到市场整体去风险化情绪的影响。","news_type":1,"symbols_score_info":{"MU":1}},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421885277754016,"gmtCreate":1744020071570,"gmtModify":1744020218954,"author":{"id":"4118743860114940","authorId":"4118743860114940","name":"而今迈步从头越嘉嘉嘉","avatar":"https://static.tigerbbs.com/8430038444859ac6db5983cac91b610f","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118743860114940","idStr":"4118743860114940"},"themes":[],"htmlText":"每天都会来看你的分享和发言，你真的是太神了！期待你可以有时间继续更新！","listText":"每天都会来看你的分享和发言，你真的是太神了！期待你可以有时间继续更新！","text":"每天都会来看你的分享和发言，你真的是太神了！期待你可以有时间继续更新！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421885277754016","repostId":"408481934758088","repostType":1,"repost":{"id":408481934758088,"gmtCreate":1740699313389,"gmtModify":1740699325511,"author":{"id":"3569273424887775","authorId":"3569273424887775","name":"肯特岗小镇做T家","avatar":"https://static.tigerbbs.com/178d4bdb94aab9bccedb1bef731915d9","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569273424887775","idStr":"3569273424887775"},"themes":[],"htmlText":"The decline in US stock market has only just begun, but I guess many die-hard long-positioned believers are already struggling to hold on.<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v><a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"0\"></v-v> [YoYo]&nbsp; &nbsp;","listText":"The decline in US stock market has only just begun, but I guess many die-hard long-positioned believers are already struggling to hold on.<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v><a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"0\"></v-v> [YoYo]&nbsp; &nbsp;","text":"The decline in US stock market has only just begun, but I guess many die-hard long-positioned believers are already struggling to hold on.$Apple(AAPL)$ $NVIDIA(NVDA)$ $Amazon.com(AMZN)$ $Tesla Motors(TSLA)$ $Alphabet(GOOG)$ [YoYo]","images":[{"img":"https://community-static.tradeup.com/news/53bfd37718d8260b7fbda2f6f9a4f6b1","width":"304","height":"224"},{"img":"https://community-static.tradeup.com/news/26df6026ccab71687ee666a74dcf0379","width":"480","height":"264"},{"img":"https://community-static.tradeup.com/news/9c6c3fdc593387d3b491106a490b4521","width":"540","height":"477"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408481934758088","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":545942402581512,"gmtCreate":1774296082855,"gmtModify":1774302260378,"author":{"id":"4118743860114940","authorId":"4118743860114940","name":"而今迈步从头越嘉嘉嘉","avatar":"https://static.tigerbbs.com/8430038444859ac6db5983cac91b610f","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118743860114940","idStr":"4118743860114940"},"themes":[],"title":"","htmlText":"去尼玛的**，所以的芯片股都在涨就你在跌","listText":"去尼玛的**，所以的芯片股都在涨就你在跌","text":"去尼玛的**，所以的芯片股都在涨就你在跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545942402581512","repostId":"1194780820","repostType":2,"repost":{"id":"1194780820","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1774283492,"share":"https://www.laohu8.com/m/news/1194780820?lang=zh_CN&edition=full","pubTime":"2026-03-24 00:31","market":"us","language":"zh","title":"异动解读 | 高盛警告AI板块或成抛售来源，美光科技盘中大跌5.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=1194780820","media":"异动解读","summary":"美光科技今日盘中股价大跌5.01%，引起了市场的广泛关注。报告指出，AI相关股票及“Mag7”成为市场中少数持仓仍接近历史高点的领域，若投资者需要进一步筹集现金或降低风险敞口，AI复合体将成为最后也是最大的潜在抛售来源之一。若市场需要进一步融资或降险，AI板块将是逻辑上最顺畅的卖出来源。美光科技作为重要的芯片制造商，其业务与AI发展密切相关，因此受到市场整体去风险化情绪的影响。","content":"<p>美光科技(MU)今日盘中股价大跌5.01%，引起了市场的广泛关注。</p><p>消息面上，高盛在最新报告中警告，美国股市正出现越来越多的脆弱迹象，市场已进入负Gamma区域，价格波动的分布区间显著扩大。报告指出，AI相关股票及“Mag7”成为市场中少数持仓仍接近历史高点的领域，若投资者需要进一步筹集现金或降低风险敞口，AI复合体将成为最后也是最大的潜在抛售来源之一。</p><p>高盛的分析显示，在多数板块已经历系统性减仓之后，AI板块成为当前市场中持仓规模与浮盈均最为集中的“最后堡垒”。若市场需要进一步融资或降险，AI板块将是逻辑上最顺畅的卖出来源。美光科技作为重要的芯片制造商，其业务与AI发展密切相关，因此受到市场整体去风险化情绪的影响。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-03-24 00:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美光科技(MU)今日盘中股价大跌5.01%，引起了市场的广泛关注。</p><p>消息面上，高盛在最新报告中警告，美国股市正出现越来越多的脆弱迹象，市场已进入负Gamma区域，价格波动的分布区间显著扩大。报告指出，AI相关股票及“Mag7”成为市场中少数持仓仍接近历史高点的领域，若投资者需要进一步筹集现金或降低风险敞口，AI复合体将成为最后也是最大的潜在抛售来源之一。</p><p>高盛的分析显示，在多数板块已经历系统性减仓之后，AI板块成为当前市场中持仓规模与浮盈均最为集中的“最后堡垒”。若市场需要进一步融资或降险，AI板块将是逻辑上最顺畅的卖出来源。美光科技作为重要的芯片制造商，其业务与AI发展密切相关，因此受到市场整体去风险化情绪的影响。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194780820","content_text":"美光科技(MU)今日盘中股价大跌5.01%，引起了市场的广泛关注。消息面上，高盛在最新报告中警告，美国股市正出现越来越多的脆弱迹象，市场已进入负Gamma区域，价格波动的分布区间显著扩大。报告指出，AI相关股票及“Mag7”成为市场中少数持仓仍接近历史高点的领域，若投资者需要进一步筹集现金或降低风险敞口，AI复合体将成为最后也是最大的潜在抛售来源之一。高盛的分析显示，在多数板块已经历系统性减仓之后，AI板块成为当前市场中持仓规模与浮盈均最为集中的“最后堡垒”。若市场需要进一步融资或降险，AI板块将是逻辑上最顺畅的卖出来源。美光科技作为重要的芯片制造商，其业务与AI发展密切相关，因此受到市场整体去风险化情绪的影响。","news_type":1,"symbols_score_info":{"MU":1}},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421885277754016,"gmtCreate":1744020071570,"gmtModify":1744020218954,"author":{"id":"4118743860114940","authorId":"4118743860114940","name":"而今迈步从头越嘉嘉嘉","avatar":"https://static.tigerbbs.com/8430038444859ac6db5983cac91b610f","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118743860114940","idStr":"4118743860114940"},"themes":[],"htmlText":"每天都会来看你的分享和发言，你真的是太神了！期待你可以有时间继续更新！","listText":"每天都会来看你的分享和发言，你真的是太神了！期待你可以有时间继续更新！","text":"每天都会来看你的分享和发言，你真的是太神了！期待你可以有时间继续更新！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421885277754016","repostId":"408481934758088","repostType":1,"repost":{"id":408481934758088,"gmtCreate":1740699313389,"gmtModify":1740699325511,"author":{"id":"3569273424887775","authorId":"3569273424887775","name":"肯特岗小镇做T家","avatar":"https://static.tigerbbs.com/178d4bdb94aab9bccedb1bef731915d9","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569273424887775","idStr":"3569273424887775"},"themes":[],"htmlText":"The decline in US stock market has only just begun, but I guess many die-hard long-positioned believers are already struggling to hold on.<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v><a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"0\"></v-v> [YoYo]&nbsp; &nbsp;","listText":"The decline in US stock market has only just begun, but I guess many die-hard long-positioned believers are already struggling to hold on.<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v><a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"0\"></v-v> [YoYo]&nbsp; &nbsp;","text":"The decline in US stock market has only just begun, but I guess many die-hard long-positioned believers are already struggling to hold on.$Apple(AAPL)$ $NVIDIA(NVDA)$ $Amazon.com(AMZN)$ $Tesla Motors(TSLA)$ $Alphabet(GOOG)$ [YoYo]","images":[{"img":"https://community-static.tradeup.com/news/53bfd37718d8260b7fbda2f6f9a4f6b1","width":"304","height":"224"},{"img":"https://community-static.tradeup.com/news/26df6026ccab71687ee666a74dcf0379","width":"480","height":"264"},{"img":"https://community-static.tradeup.com/news/9c6c3fdc593387d3b491106a490b4521","width":"540","height":"477"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408481934758088","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}