The Magnificent Seven group of megacap tech stocks has shed more than $2.3tn of value this month, in a violent rotation away from companies spending hundreds of billions of dollars on AI infrastructure and towards the chipmakers benefiting from their largesse.
本月以来，“瑰丽七股”(Magnificent Seven)这一超大市值科技股组合的市值已蒸发逾2.3万亿美元，资金剧烈转向，从那些为AI基础设施投入数千亿美元的公司撤出，流向受益于这类巨额支出的芯片制造商。
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