美股财报季 如何看未来美股科技?

浦银安盛基金
Nov 04

近期,美股上市公司陆续开始披露近一个季度的财报数据,包括微软、谷歌、亚马逊等科技巨头皆交出超过市场预期的业绩答卷;同时,亚马逊更于本周宣布与OpenAI达成价值380亿美刀的算力合作,美股AI与芯片股票持续表现强势。根据同花顺数据,截至2025.10.31,纳斯达克指数已于本年内创新高超过70次,持续向上的行情也使得美股科技相关资产来到估值的历史高位。在当前阶段,我们该如何看待美股科技的投资价值?...

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