人工智能(AI)交易在2026年开局不利,但高盛表示,受市场轮动影响的大型科技股,可能会在今年晚些时候“王者归来”。今年以来,“科技七巨头”的股票从引领人工智能交易转为落后于标普500指数。高盛预计当前的市场轮动还将继续下去,但分析师们指出,有三个催化剂可能会在2026年下半年重振Meta、微软、亚马逊和Alphabet的市场领导地位。该行分析师在报告中指出:“超大规模企业的表现分化现象短期内仍将...
Source Link人工智能(AI)交易在2026年开局不利,但高盛表示,受市场轮动影响的大型科技股,可能会在今年晚些时候“王者归来”。今年以来,“科技七巨头”的股票从引领人工智能交易转为落后于标普500指数。高盛预计当前的市场轮动还将继续下去,但分析师们指出,有三个催化剂可能会在2026年下半年重振Meta、微软、亚马逊和Alphabet的市场领导地位。该行分析师在报告中指出:“超大规模企业的表现分化现象短期内仍将...
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