About this episode
📅 2026年04月28日
【04月28日美股早咖啡】芯片股狂飙创纪录，美股市场沸腾！芯片巨头英特尔两天暴涨30%，股价几乎翻倍，SOX芯片指数本月劲涨37%，创下史上最佳月度表现，英伟达市值也强势回归五万亿美元大关。
但当英特尔估值高达今年收益的80倍，营收增长却不足10%时，这究竟是市场对“CPU复兴”和GPU转型的强烈押注，还是专家口中“扎进浅水区”的危险“狂热泡沫”？从美光到闪迪，芯片股一路高歌猛进，这波势头能否持续？立即收听【美股早咖啡】，我们为您深度剖析这波芯片狂潮背后的真相与潜在风险！
🎧 每日美股精华
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