美股“七巨头”在人工智能(AI)赛道上的差距正日益拉大,并直接反映在公司股价的分化走势上。今年以来,英伟达、Meta和微软股价均累计上涨约20%以上,而苹果和Alphabet则分别下跌约16%和2%。美股“七巨头”在AI领域布局、监管举措等方面的差异,正成为投资者重新配置资产的关键考量因素,而其高估值和市场集中风险也引发业界担忧。近年来,亚马逊、Alphabet、苹果、Meta、微软、英伟达和...
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