美半导体到了非理性疯狂。

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美半导体到了非理性疯狂。
英伟达体量太大,又没利好配合,炒作资金需求太大。 便把矛头聚焦市值更小的Amd,Intc这些。
资金单位时间内是有限的,短期拥挤一处,别的地方自然只能再创新低。
没在这赛道押注的只能看着指数涨自己的票跌。
这种不正常不会持久,跌的时候资金自然会再次拥挤他处。

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