About this episode
📅 2026年03月31日
今日美股市场，一场华尔街惊险片震撼上演！芯片股惊魂逆转，开盘一度走高，收盘却集体跳水，SMH半导体ETF暴跌超3%，或创2022年12月来最差月度表现。美光从财报发布至今暴跌32%，英伟达、英特尔等巨头也未能幸免，AI信仰是否正在动摇？
当专家们高呼“这次不一样”时，记忆芯片的周期性魔咒是否再次显现？我们还将深入探讨台积电280美元的建仓机会，以及债券市场逆势买盘的深层含义。这仅仅是巧合，还是经济增长担忧的信号？立即收听，揭秘芯片股暴跌背后的真相与未来走向！
🎧 每日美股精华
欢迎商务联系[email protected] ，加群：alteri
播客内容文字版：请关注公众号richrichcode，暴富代码。
Get every episode summarized
Each time 美股早咖啡 publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
