The great rotation: Investors desert the Magnificent 7, crypto for AI bottlenecks
AI summary
Capital is flowing out of the largest tech companies and bitcoin as investors pile into semiconductors, memory stocks and space-related opportunities.
Why selected · Evaluation
AI rationale
关注那些在AI加速计算领域拥有核心技术和强大“护城河”的公司，尤其是半导体和相关基础设施提供商。同时审视加密货币的长期价值创造能力，避免盲目追逐短期热点。
Dimensions: AI value rating (grounded in investor knowledge bases), category, freshness (≤36h preferred), bilingual completeness, source authority. Items rated High or Medium enter the daily briefing pool — top 5 each for Economy and Crypto.
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