眼下,美股投资者正被迫直面并压力测试一个曾被认为不可能发生的情景:若科技巨头与AI头部云服务商持续走弱,是否会同时拖垮美国股市与美国经济?今年以来,美股整体走势已经落后于全球主要市场,纳指和标普500指数已经完全回吐年内涨幅。投资者对 “七大科技巨头”(Magnificent Seven)前景感到越发不安,微软年内跌幅超17%,亚马逊下跌超10%。周一,Meta成为第三家跌入技术性熊市的科技巨头。...
Source Link眼下,美股投资者正被迫直面并压力测试一个曾被认为不可能发生的情景:若科技巨头与AI头部云服务商持续走弱,是否会同时拖垮美国股市与美国经济?今年以来,美股整体走势已经落后于全球主要市场,纳指和标普500指数已经完全回吐年内涨幅。投资者对 “七大科技巨头”(Magnificent Seven)前景感到越发不安,微软年内跌幅超17%,亚马逊下跌超10%。周一,Meta成为第三家跌入技术性熊市的科技巨头。...
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