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秋天回不来。
连锁抛售开始显现。特斯拉、谷歌大跌带动科技权重走弱，情绪扩散至半导体、存储板块，闪迪、美光进一步下探。周期股+AI成长股同步承压，说明是系统性风险偏好回落，并非单一赛道调整。
#半导体板块 #韩股重挫8%，长鑫首日登顶A股 #美联储周四凌晨公布利率决议 #停火预期兑现，WTI原油期货单日跌8.68%
Snapshot at Jul 28, 2026, 14:29
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