{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"美股早咖啡","title":"【10月24日美股早咖啡】AI概念股重挫，软件安全股逆势上涨","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/54bf577b\"></iframe>","width":"100%","height":180,"duration":844,"description":"📅 2026年10月24日\n欢迎收听【10月24日美股早咖啡】！本周美股市场跌宕起伏，AI概念股遭遇“滑铁卢”！Meta财报后股价暴跌逾9%，谷歌也提前下挫5%，而追踪半导体行业的SMH ETF本月更是重挫13%，市场对AI的资本支出和实际回报率（ROI）正进行严苛审视。\n然而，并非所有科技股都溃败！软件与网络安全股逆势上涨，表现优于大盘，连D-Ram ETF也触底反弹，资金正在寻找新的“避风港”和赢家。面对围绕AI的“泡沫歇斯底里”，是继续深挖机会，还是冷静观望？立即收听，洞悉市场轮动下的投资先机！\n🎧 每日美股精华\n播客文稿站：www.wallstreetbrew.com\n欢迎商务联系nonhelix@gmail.com，加群小助手：alteri\n公众号：暴富代码。","thumbnail_url":"https://img.transistorcdn.com/S5eSJKdqIF9KJx8b6WHgIvBngk7mTjkFQbZu3iSXaIA/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9hZjM3/NjJiZDFiNmE4ODRi/OWNmNjZkZjFkY2Vh/MDA5Yy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}