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SOL $121.30 +3.05%
TRX $0.3350 +0.59%
DOGE $0.0960 +1.63%
ADA $0.2542 +3.26%
BCH $313.70 +2.21%
LINK $14.30 -0.24%
HYPE $90.02 +1.50%
AAVE $183.25 +9.85%
SUI $1.18 +3.10%
XLM $0.2236 +1.98%
ZEC $1,380.01 -0.42%
AAPL $333.58 +0.93%
AMZN $252.27 +2.15%
GOOGL $345.49 +1.19%
MSFT $516.97 +0.45%
META $734.17 +1.17%
NVDA $236.99 +2.87%
TSLA $373.68 +4.41%
SNDK $1,738.77 +0.22%
INTC $124.30 +4.34%
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MU $1,086.95 +3.61%
AMD $639.08 +4.81%
BTC $85,987.19 +2.35%
ETH $2,726.66 +1.28%
BNB $777.87 +1.22%
XRP $1.53 +2.78%
SOL $121.30 +3.05%
TRX $0.3350 +0.59%
DOGE $0.0960 +1.63%
ADA $0.2542 +3.26%
BCH $313.70 +2.21%
LINK $14.30 -0.24%
HYPE $90.02 +1.50%
AAVE $183.25 +9.85%
SUI $1.18 +3.10%
XLM $0.2236 +1.98%
ZEC $1,380.01 -0.42%
AAPL $333.58 +0.93%
AMZN $252.27 +2.15%
GOOGL $345.49 +1.19%
MSFT $516.97 +0.45%
META $734.17 +1.17%
NVDA $236.99 +2.87%
TSLA $373.68 +4.41%
SNDK $1,738.77 +0.22%
INTC $124.30 +4.34%
SPCX $157.63 +2.97%
MU $1,086.95 +3.61%
AMD $639.08 +4.81%

中金:AI 回調與 2000 年四輪回撤高度相似,需三大壓力緩解

2026-08-02 17:27:44

ChainCatcher 消息,据金十報導,中金研究指出,自 6 月中下旬以來,全球 AI 鏈出現明顯回調,尤其是韓國市場表現最為劇烈,主要因高槓桿、高擁擠和宏觀因素的影響。市場對 AI 泡沫的擔憂加劇,類似於 2000 年科技股泡沫破裂前的情況。

中金認為,市場企穩和新一輪上漲需依賴高擁擠和高槓桿的消化、美聯儲加息預期的緩解,以及財報和產業方面的新催化。

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