SemiVoice

seekingalpha

06/26/2025, 06:05 AM UTC

垄断资金Monopoly Money

1、科技与AI股大涨，英伟达和超微电脑创历史新高；2、美联储主席鲍威尔承认关税加剧通胀，并暗示未来可能降息；3、中小盘股表现疲软，市场在消化100美元油价预言后趋于平稳。

1. Tech and AI stocks surged, with Nvidia and Super Micro Computer hitting record highs; 2. Fed Chair Powell acknowledged tariffs' inflationary impact and hinted at potential rate cuts; 3. Small/mid-cap stocks underperformed, while markets stabilized after dismissing $100 oil price forecasts.

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