陶冬:当美国AI股遭遇S形瓶颈怎么走

第一财经
11 hours ago

这次AI浪潮是由股市主导的,特征是不缺钱,但是股价更动荡,投资者或对盈利实现更没有耐心。   美国国会通过临时拨款,但是市场将焦点放到了美联储官员表态,为市场降息预期降温,美债走低。投资者对AI过度投资的焦虑愈甚,加上某基金清空最大的芯片公司,AI巨企股价震荡,不过全球股市涨跌互映。美元指数略微走低,石油与大宗商品向好,金价银价强力反弹。英国政府据报放弃加税计划,秋季预算公布前英国国债遭到抛售。 ...

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