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【02月24日美股早咖啡】AI热潮降温,信贷关税挑战重重

美股早咖啡

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📅 2026年02月24日

欢迎收听【02月24日美股早咖啡】!奥运假期归来,市场却迎来惊涛骇浪。曾经炙手可热的AI热潮似乎“后劲不足”,软件股ETF IGV跌破关键支撑,微软、Salesforce、Adobe等巨头也感受到凛冬将至。与此同时,私有信贷板块在Blue Owl事件后“冲击波”不断,信贷担忧正迅速蔓延至银行系统。别忘了,比特币一度跌破65000美元大关,诺和诺德股价也跌至近五年低点。表面平静的S&P 500背后,多个重要板块正面临深层“裂缝”。今天的节目,我们将深度解析这些市场冲击,助你认清风云变幻的投资局势。立刻收听,把握先机!

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【02月24日美股早咖啡】AI热潮降温,信贷关税挑战重重

美股早咖啡

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