AI 泡沫担忧影响美股走势，英伟达面临利润压力
Nov 21, 2025 02:05:44
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ChainCatcher 消息，据金十报道，分析师 Adam Button 表示，今天的美股走势不符合多头预期，许多股票在图表上留下难看的 K 线。他指出，英伟达存在泡沫，谷歌的 Gemini 3 表现进一步验证了这一点，表明其他公司也能在没有英伟达芯片的情况下制造大型语言模型，这可能降低英伟达的利润。英伟达占标普 500 指数的 8%，其价值减半将直接削减 4 个百分点。此外，美联储的态度也影响市场，鲍威尔反对 12 月降息，市场对降息的预期已降至 36%。
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