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Storm
@storm.mg · 58 minutes

AI半導體股票急殺,市場卻異常冷靜!為何近年泡沫破滅,始終沒有引爆金融危機?

AI半導體股票急殺,市場卻異常冷靜!為何近年泡沫破滅,始終沒有引爆金融危機?
過去,一場大型泡沫往往需要數年時間累積,從資金湧入、投資人狂熱,到最後價格失控並崩潰;但時至今日,金融市場的泡沫週期變得越來越短,尤其在社群媒體、槓桿交易工具與大量流動性的推動下,市場狂熱可能在數個月內快速完成一輪循環,近期記憶體晶片市場的劇烈波動就是最新案例。 這場由AI需求預期帶動的半導體投資熱潮,在短短4個月內迅速膨脹,隨後又急速降溫。大量資金湧入相關股票,推升企業市值...
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