About this episode
📅 2026年07月01日
美股市场风云变幻！芯片股狂飙突进，SMH ETF上半年飙升超80%，Soxx ETF更是直接翻番，创下历史最佳纪录！然而，这并非普惠的狂欢。软件股如甲骨文、Palantir惨遭20%-40%跌幅，亚马逊、Meta和微软也拖累“MAG7”，微软更迎来2000年以来最差开局。
节目将深入剖析市场格局巨变：为何芯片股独领风骚？超大规模云计算公司如Alphabet面临的巨额资本支出是否会成为新的“双刃剑”？在企业盈利强劲增长（Q2 EPS增长21%）的背景下，市场重心正从少数科技巨头转向更广阔的领域，是机遇还是陷阱？立即收听《美股早咖啡》，洞悉最新市场趋势，把握投资先机！
🎧 每日美股精华
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