加拿大皇家银行资本市场(RBC Capital Markets)的美国股票策略主管Lori Calvasina曾多次反驳美国股市已进入AI驱动泡沫的说法,但最近,她也有所倒戈,只因一张图表让她感到紧张。这张图表比较了标普500指数中市值最高的10只股票的权重与这些公司在总净利润中所占的份额。正如Calvasina指出的,根据RBC使用的数据,这些股票在指数中的权重最近触及了超过44%的新高,这是...
Source Link加拿大皇家银行资本市场(RBC Capital Markets)的美国股票策略主管Lori Calvasina曾多次反驳美国股市已进入AI驱动泡沫的说法,但最近,她也有所倒戈,只因一张图表让她感到紧张。这张图表比较了标普500指数中市值最高的10只股票的权重与这些公司在总净利润中所占的份额。正如Calvasina指出的,根据RBC使用的数据,这些股票在指数中的权重最近触及了超过44%的新高,这是...
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