微软、Meta、苹果、亚马逊、高通本周公布业绩。高盛指出,本轮业绩季呈现明显的负向不对称性,好消息不一定能带来上涨,坏消息很可能引发大跌;散户/投机性交易热潮明显回归,高盛投机交易指标逼近历史最高;AI相关资本支出数据进一步确认了人工智能投资主题的持续性......科技巨头业绩季已经拉开帷幕,高盛科技分析师Peter Bartlett在“Mag 7业绩海啸”前夕发布了七大关键市场观察,市场正聚焦于...
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