美股初代“科技七巨头”似已过时 AI时代新的股票组合有望取而代之

港美通
Sep 30, 2025

9月30日,据外媒报道,美股最强大的股票组合“科技七巨头”看起来有点过时了。英伟达、微软、苹果、Alphabet、亚马逊、Meta Platforms和特斯拉,在互联网时代以来最大的技术变革中被视为给投资者带来巨额回报的最佳选择。虽然这一切基本已经实现,但在走向全球主导地位的路上,AI交易也在以意想不到的方式扩张。“科技七巨头”贡献了标普500指数自2023年初以来逾70%涨幅中的半壁江山,但基于...

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