对于2026年,这是高盛顶级科技交易员最关心的10个问题

华尔街见闻
Dec 25

经历了连续三年科技股强劲回报但也伴随着剧烈波动的行情后,随着2026年的临近,华尔街的焦点正从单纯的硬件炒作转向对人工智能投资回报率的深度审视以及市场广度的持续性。据高盛顶级科技交易员Peter Callahan发布的最新展望报告,尽管纳斯达克100指数在2025年最终上涨超过20%,但这并非是“轻松躺赢”的一年。Callahan指出,虽然“Mag 7”在2025年合计贡献了约3.5万亿美元的市值...

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