华尔街到陆家嘴精选丨英伟达隔夜大跌 AI交易降温?美股防御板块成主流?消费前景疲弱 美股重磅零售商本周财报会如何表现?

第一财经
04 Mar

①英伟达隔夜大跌近8.7%!AI交易出现降温?据新华社,特朗普有关加征关税的表态刺激美股市场恐慌情绪升高,美国股市三大股指隔夜尾盘大幅下挫,跌幅一度均超过2%,其中AI龙头股英伟达股价下跌近8.7%,收报114.06美元,盘中最高跌幅一度超过10%,市值缩水至2.79万亿美元,较1月6日峰值蒸发约9000亿美元。AMD、博通等AI相关股票也大幅下跌。分析认为,这是市场对AI交易的“降温”,自...

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