这是本轮下跌的根本原因，和ai，半导体基本面无关 基本面只能决定支撑 华尔街决定你到达支撑的过程 https://x.com/bboczeng/status/2077578694416269774
@bboczeng·Jul 16, 2026·2 sources·neutral
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The post attributes the current market decline to Wall Street mechanics, not AI or semiconductor fundamentals.