科技股泡沫与现实夹缝求生,硬件股成新宠?| AI科技股一周回顾与预测

AI科技圈观察
Feb 09

过去一周科技股市场回顾与未来一周预测(2月8日)上周复盘——“纵火者”与“卖水人”的游戏1. 美国科技股:亚马逊的“豪赌”与SaaS的“葬礼”上周美股的主线剧情只有两个字: 分裂 。亚马逊(Amazon)的“焦土政策”:贝索斯的继任者们宣布2026年要烧掉 2000亿美元 搞AI基建。浅层解读:市场吓尿了,觉得这钱是扔进无底洞,利润率要崩,于是前几天疯狂抛售。深度解剖:到了周五,华尔街那帮老狐狸...

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