21评论丨美股AI“神话”还能持续多久?

21经济网
Nov 06, 2025

在全球风险资产遭遇“黑色星期二”后,11月5日,韩国KOSPI指数跌幅一度超过6%,并触发量化交易熔断机制;日经225指数也自10月27日以来首次跌破5万点,尽管最终跌幅收窄,但全球股市的悲观情绪正在蔓延。周二美股“三大指数”集体下挫,其中纳斯达克指数下跌超2%。在全球股市经历了一轮由人工智能热潮和降息预期驱动的强劲上涨后,投资者对高估值的担忧正迅速升温,引发了市场的普遍回调,科技股在此轮抛售中...

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