财报季难成情绪拐点?巴克莱:美股软件股缺乏“安全标的”,资金短期只认基础设施

华尔街见闻
Nov 18, 2025

即将到来的美股软件公司Q3财报季,将成为市场情绪的拐点?巴克莱:未必! 11月18日,据追风交易台消息,巴克莱在最新研报中称,即将到来的Q3财报季恐难成为市场情绪的积极拐点,主要原因在于市场核心的“双重担忧”并未消除: 一是担心应用软件公司在AI浪潮中的具体受益路径不明朗(即“AI overhang”);二是担心AI超大规模厂商(hyperscalers)的资本支出过高。 巴克莱认为,即便这些...

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