隔夜，Mag 7全线大跌在美股掀起腥风血雨。暴跌的导火索是财报，但巨头们的财报不是不好，只是不够好。 周四，科技股、芯片股、AI概念股集体下跌，纳指收跌2.76%，为近两个月最大跌幅，10月收官下跌0.52%，告别两月连涨。

美银指出，2024年已成为过去二十多年中美股反应最为剧烈的年份之一，尤其是在财报发布后，这种波动性尤为明显。 在财报密集发布的当下，投资者应更加关注个股的表现。

分析师认为，特斯拉的基本面被过度炒作，加之近期表现不佳、估值过高，且过于依赖核心汽车业务，在AI和机器人领域的投资仍需数年才能见效，它能否继续留在美股“七巨头”行列之中还是一个问句。而替补名单中，自由现金流一直保持强劲的奈飞最得人心。

6.5 ...

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T he XREAL AR glasses provide a lighter, more subtle, and less expensive alternative to large VR headsets for work or gaming. They let users navigate the equivalent of a 154-inch screen in HD.

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