美股“七巨头”神话松动,美银Hartnett:下一轮赢家必须靠AI重塑业务

华尔街见闻
Jan 19

美股“七巨头”阵营因表现分化而瓦解,去年仅有Alphabet和英伟达两家公司跑赢了标普500指数。Michael Hartnett指出,市场正扩大广度,未来的新“七巨头”将是能证明AI真实改变其业务结构的巨型企业。他借电影结局警示:并非所有巨头都能在残酷竞争中幸存。曾经共同推动美股市场的“七巨头”阵营正在瓦解,这一曾被视为铁板一块的巨型科技股组合,如今已不再是投资者眼中的单一资产类别。随着市场对...

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