Wedbush Securities分析师表示美国轰炸伊朗核设施消除了市场的一个悬而未决的风险。Dan Ives及其同事

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Wedbush Securities分析师表示美国轰炸伊朗核设施消除了市场的一个悬而未决的风险。Dan Ives及其同事在一份研报中写道他们与科技投资者交流后认为问题不在于美国是否会发动袭击而在于何时发动。冲突的平息需要时间但市场会认为最糟糕的时期已经过去。本周自然可能会出现更多波动和头条新闻但Wedbush鼓励投资者趁地缘政治消息面引发股票下跌之际买入科技领域的赢家和AI革命的中坚力量例如英伟达、Palantir、微软、亚马逊、甲骨文公司和特斯拉。

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