台积电对半导体整个行业相对平淡的指引压着半导体，尤其是传统半导体占比较高的个股，继续调整，昨晚挺住没跌的两个大的半导体公司英伟达和 AMD，都是 AI 成色比较重的个股。
一些估值较高的美股软科技继续回调，而台积电的财报中 3nm 的疲软再次验证了苹果的疲软，特斯拉跌幅已经逐步靠近海豚君的悲观价位，进入海豚君的关注区。
这周的美股，不同产业链位置上的龙头公司公司业绩平平（aka 高估值下没有超预期）+ 降息预期越杀越少的情况下，短期已处持续的回调通道中。
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