AI泡沫担忧继续冲击美股走势 英伟达高开低走

Core Viewpoint - The current performance of the U.S. stock market is not what bulls would hope for, with many stocks showing poor candlestick patterns despite high trading volumes [1] Group 1: Nvidia and AI Market Dynamics - Analyst Adam Button argues that Nvidia is in a bubble, especially after Google's Gemini 3 demonstrated the ability to create impressive large language models (LLMs) without Nvidia chips, indicating that other companies can also replicate this success [1] - Nvidia's significant market presence, accounting for 8% of the S&P 500 index, means that a potential halving of its stock value could directly reduce the index by 4 percentage points [1] - The overall AI sector is experiencing a bubble, raising concerns about a potential market correction [1] Group 2: Federal Reserve and Market Sentiment - Recent changes in the Federal Reserve's stance, particularly Powell's opposition to a rate cut in December, have shifted market expectations from a near-certain cut to only a 36% probability [1] - A less dovish Federal Reserve historically has not been favorable for the market, acting as a drag on performance [1] - The sentiment surrounding AI remains precarious, with the situation described as being "a fine line" [1]