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10月29日光伏板块“炸裂”！阿特斯20CM涨停，隆基绿能、通威股份等龙头集体封板，17家企业组建联合体+三季报业绩亮眼成核心推手，机构已明确投资主线。同日量子科技同步走强，天融信等涨停。英伟达、谷歌持续突破量子技术，国内合肥、上海等地加速布局，商业化落地成效显著，腾景科技等多股股价翻倍。而美国市场正陷AI泡沫争议：达里奥预警科技股泡沫显现，称美联储降息前难破裂；“木头姐”则驳斥泡沫论，强调当前正处AI技术革命开端。光伏、量子行情是否可持续？美国AI泡沫争议又该如何看待？欢迎留言评论，与我们交流。更多全球财经动态、股市核心事件、行业趋势资讯，尽在财经早咖啡。
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