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Posts拆股冲高后的获利了结 + 高位高管减持（不仅黄仁勋在减持，CFO Colette Kress 也在减持），$ 英伟达(NVDA.US) 继续下泄的同时，带着半导体从硬件到下游终端和软件、再到上游设备，全面回落。
这轮英伟达的调整，在海豚君看来，与基本面无关，更多与之前分拆带来的估值过高有关。下跌到昨晚，英伟达仍有 2.9 万亿市值，依然位列第三，遥遥领先市值 2.2 万亿美金、排名第四的谷歌。
而且，这轮 AI 冲高回落并不是与宏观的无风险利率有关，AI 回落之后，资金重新分配到其他板块上，其他板块基本以回升为主，尤其是传统的油气。纳斯达克和标普 500 大盘看起来跌幅较大，主要还是因为科技硬件的权重较高。
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