格隆汇12月26日|高盛顶尖交易员Peter Callahan指出,纳斯达克100指数今年累计上涨超20%,半导体与网络基础设施族群以绝对优势领先,而电信、支付软件表现落后。展望2026年,纳斯达克100回报虽稳健,但更倾向上半年兑现,因AI支出疑虑反而创造低预期机会。Callahan预期,2026年科技股走势将由以下十大关键议题主导:1. AI辩论转向:焦点是否从算力转向物理AI(机器人、...
Source Link格隆汇12月26日|高盛顶尖交易员Peter Callahan指出,纳斯达克100指数今年累计上涨超20%,半导体与网络基础设施族群以绝对优势领先,而电信、支付软件表现落后。展望2026年,纳斯达克100回报虽稳健,但更倾向上半年兑现,因AI支出疑虑反而创造低预期机会。Callahan预期,2026年科技股走势将由以下十大关键议题主导:1. AI辩论转向:焦点是否从算力转向物理AI(机器人、...
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