AI Trade Spread May Compress Chip Valuations
zephyr_z9 · x · 2026-07-17
文中观点是：随着投资者有越来越多方式参与 AI 交易，半导体相关公司的估值倍数可能开始收缩。核心是 AI 交易从少数标的扩散后，市场愿意给“半导体 AI 概念股”的溢价可能下降。
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