每天都有重磅AI大交易,高盛交易员:市场已经明显“疲了”

华尔街见闻
Oct 29

高盛TMT交易员Peter Bartlett警告称,与股价表现形成对比的是,市场对这一交易的怀疑正在累积,其中"循环投资"问题成为最大质疑点,且标普500指数虽创新高,但398只成分股下跌创纪录,市场涨幅高度集中于少数AI巨头,内部分化严重。尽管英伟达单日市值飙升2450亿美元创纪录,但市场对AI交易热潮的疲态正在显现。高盛科技、媒体与通信(TMT)交易员Peter Bartlett警告称,面对...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10