Bernstein分析师Stacy Rasgon周一晚间写道，英伟达乃至博通 ( Broadcom Inc., AVGO)的股票“对于能够静待市场噪音消散的人来说似乎很有吸引力”。他指出，投资者对AI支出的不安与AI大客户的实际说法之间存在脱节。

The U.S. stock market's artificial intelligence boom is facing a setback. On March 3, Nvidia, a leading AI stock, dropped 8.69%, dragging the Nasdaq down 2.64%. The Dow Jones and S&P 500 also fell, by ...