老黃以一己之力帶動市場軋空科技股,本週明顯是靠 $NVDA 狂噴23.5% 帶動的半導體與AI概念股carry全場,數據中心營收超預期的 $MRVL 也暴漲超過40%,連下週才發財報的博通 $AVGO 也先噴再說,其他類股都仍在深受消費放緩和債務上限的壓力。
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