来源：宏观对冲陈凯丰Kevin

全球芯片股遭受重创，有新的证据表明，美国总统特朗普不断变化的贸易政策正在扰乱该行业的前景。英伟达警告称，美国对其向中国出口芯片的新限制将对其造成巨额损失。

其他方面，包括美国国债和黄金在内的避险资产上涨。

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