AI巨头盈利能力遭质疑,英伟达仍是AI投资焦点

鞭牛士
Dec 21, 2025

12月21日消息,TS2.tech 指出,过去一年中,英伟达、苹果、微软、亚马逊、Alphabet、Meta 和特斯拉等科技巨头,几乎全部受益于“AI 叙事”。从算力需求到企业软件,再到广告和云服务,市场一度愿意为所有与 AI 沾边的业务给出溢价。但进入 2025 年年底,这种“普涨逻辑”开始出现松动。投资者的关注点,正在从“谁最能讲 AI 故事”,转向“谁能在 2026 年真正兑现回报”。这并不...

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