費半正式破位，軟體股卻轉強，七月美股今天上演的 Rotation Day，AI硬體股見頂了嗎？

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費半正式破位，軟體股卻轉強，七月美股今天上演的 Rotation Day，AI硬體股見頂了嗎？

AI鬼故事又來了：Meta算力過剩，會不會變成 M4 資本支出見頂訊號？

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