因博通令人失望的业绩指引和甲骨文项目延迟的传闻,投资者信心遭受重创,引发市场剧烈抛售。博通股价周五重挫12%,费城半导体指数重挫5%创下数月最大跌幅,股市的抛售甚至蔓延到债券市场,AI巨头的债券收益率溢价大幅跃升。这场连锁反应或许正在拷问:对于承诺中的AI回报,市场还有多少耐心?一场由人工智能(AI)引发的狂热盛宴,在周五遭遇了残酷的“现实检验”。当芯片巨头博通和云服务商甲骨文传出不利消息时,市场...
Source Link因博通令人失望的业绩指引和甲骨文项目延迟的传闻,投资者信心遭受重创,引发市场剧烈抛售。博通股价周五重挫12%,费城半导体指数重挫5%创下数月最大跌幅,股市的抛售甚至蔓延到债券市场,AI巨头的债券收益率溢价大幅跃升。这场连锁反应或许正在拷问:对于承诺中的AI回报,市场还有多少耐心?一场由人工智能(AI)引发的狂热盛宴,在周五遭遇了残酷的“现实检验”。当芯片巨头博通和云服务商甲骨文传出不利消息时,市场...
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