【周三居韭屋】稀土封杀，关税加倍！中美冲突再升级！OpenAI携手AMD成AI永动机！
2025-10-15 16:22:31
💡中美关係恶化引发美股重挫，标普500上週跌近3%。中国禁稀土出口、川普加徵关税并取消川习会，市场忧贸易战重演。美国政府关门延后数据发布、影响降息预期，投资人情绪转向恐慌。
💡OpenAI宣布与AMD合作部署6吉瓦AI芯片，AMD股价暴涨24%，市场担心AI泡沫扩大。不过中美关係恶化引发修正，反而有助估值回归，若台积电与艾斯摩尔财报亮眼，AI行情有望触底反弹。
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