【周三居韭屋】英伟达被打脸，台积电救场，美联储不救股市，沃尔玛、网飞抵御关税逆风
2025-04-23 15:35:11
-川普关税政策反覆，科技股大洗三温暖，美联储不救市言论再添压力，市场只能边走边看，标普5200点成多空拉锯关键支撑。
-英伟达出口中国芯片遭禁，重挫科技股士气，台积电法说稳定军心，但关税风险未除，半导体板块仍需保守以对。
-贸易战阴影下，流媒体、必需品与电信股成资金避风港，市场资金加速转向防御型产业，寻求稳定成长机会。
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