科技股“崩盘式”回调的信号:风险资产普涨时代终结,输家将被无情抛弃!

华尔街见闻
Feb 07

全球风险资产正经历一场剧烈的调整,高盛分析师将当前市场状况定性为“科技股灾难”。此次调整并非源于AI泡沫破裂,而是AI技术“过于成功”地对传统软件及数据服务公司造成了颠覆性冲击。 在这场结构调整中,比特币回调最为显著,价格一度自历史高点腰斩,今年以来已暴跌逾20%。与此同时,美股科技板块显著承压:标普500指数自前期高点回落近3%,而以科技股为主的纳斯达克综合指数跌幅达6%。 此轮调整标志着...

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