本刊记者 张燕当纳斯达克指数在10月底一度冲破24000点历史高位,当英伟达股价飙升至每股212美元、市值触摸5万亿美元天际,全球资本市场仿佛沉浸于一场由人工智能(AI)驱动的资本盛宴。以苹果、微软、谷歌、Meta、亚马逊、英伟达和特斯拉为代表的所谓“Mag7”(七巨头),凭借在AI领域的显著投入与市场预期,成为驱动此轮美股上涨的核心力量。烈火烹油般的欢腾之下,市场情绪已悄然改变。自11月开始,对...
Source Link本刊记者 张燕当纳斯达克指数在10月底一度冲破24000点历史高位,当英伟达股价飙升至每股212美元、市值触摸5万亿美元天际,全球资本市场仿佛沉浸于一场由人工智能(AI)驱动的资本盛宴。以苹果、微软、谷歌、Meta、亚马逊、英伟达和特斯拉为代表的所谓“Mag7”(七巨头),凭借在AI领域的显著投入与市场预期,成为驱动此轮美股上涨的核心力量。烈火烹油般的欢腾之下,市场情绪已悄然改变。自11月开始,对...
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