核心摘要:近期美股市场在区域银行风波、芯片巨头财报与宏观展望中交织。台积电(TSM)Q3业绩超预期,AI需求强劲但产能与地缘政治是双刃剑;甲骨文(ORCL)获巨额AI云合同,上调长期目标但利润率透明度受关注;高盛认为美股科技尚未进入泡沫,但未来周期波动仍需警惕。基本面深度解析近期美国股市受区域银行拖累,道琼斯指数下跌0.65%,标准普尔500指数下跌0.63%,纳斯达克指数下跌0.47%,...
Source Link核心摘要:近期美股市场在区域银行风波、芯片巨头财报与宏观展望中交织。台积电(TSM)Q3业绩超预期,AI需求强劲但产能与地缘政治是双刃剑;甲骨文(ORCL)获巨额AI云合同,上调长期目标但利润率透明度受关注;高盛认为美股科技尚未进入泡沫,但未来周期波动仍需警惕。基本面深度解析近期美国股市受区域银行拖累,道琼斯指数下跌0.65%,标准普尔500指数下跌0.63%,纳斯达克指数下跌0.47%,...
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