AI芯片热潮扩散，美光英特尔AMD二季度市值合计增2万亿美元
Record chip rally adds $2 trillion in combined value to Micron, Intel and AMD in second quarter
推荐理由
芯片板块资金轮动信号明确，AI投资逻辑扩散至二线标的，值得关注后续持续性。
Wall Street poured into chipmakers not named Nvidia in the second quarter, as the artificial intelligence boom expanded to include more suppliers.
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力