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...
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