Serenity（白毛股神）@aleabitoreddit发帖2026-06-25

作者指出多个板块（光子学、太空、软件、加密货币）普跌，而存储与部分大型半导体相对坚挺。他们认为这源于保证金清算和鹰派美联储，但个人长期仍看好AI建设及上游资本支出受益者。

作者指出多个板块（光子学、太空、软件、加密货币）普跌，而存储与部分大型半导体相对坚挺。他们认为这源于保证金清算和鹰派美联储，但个人长期仍看好AI建设及上游资本支出受益者。

“Feels like the only thing that hasn’t crashed… Is memory like $MU, indexes, or large cap semis like Intel so far. - Photonics from $AXTI to $SIVE down 40%. - Space from $ASTS and $RKLB down 40% 1M. - Popular AI names like $PLTR is down ~35% YTD. - Software like $CRM down -40%. - Bitcoin sub <60k, Ethereum sub <$16k. Not a fun time with a hawkish fed narrative and potential rate hikes. However this does sorta feel overshot due to margin liquidations on less liquid assets compared to mega caps. But we’ll see what happens, usually fundamentals override liquidity shock in the longer run. I’m still personally bullish on the AI buildout + upstream AI capex beneficiaries, but 1-2 potential rate hikes certainly don’t help.”