散戶今年真的有點不一樣了。

以前華爾街最愛叫散戶「dumb money」,結果現在尷尬的是,散戶不但沒跑,還在 AI 股上越跌越買。

MarketWatch 說,5、6 月散戶交易量直接刷新紀錄,而且很多錢不是亂買迷因股,是往 NVDA、AMD、MU、半導體、AI ETF 這些主線裡衝。

這條新聞最狠的地方在於:華爾街一邊喊 AI 估值太高,散戶一邊用真金白銀買回調。所以問題來了——散戶這次是真的看懂 AI 主線,還是又一次在行情最熱的地方集體上頭?

我覺得接下來就看一件事:如果 NVDA、SOXX、MU 很快站回去,散戶這次可能真的不是韭菜。但如果 AI 反彈越來越弱,那這波「散戶抄底潮」可能就會變成華爾街最想看的笑話。

你覺得這次散戶是在打臉華爾街,還是在幫華爾街接最後一棒

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