美股科技股2026年开局失速,正在成为压制大盘上行的关键变量,而英伟达即将公布的财报被市场视为能否扭转情绪的关键。 英伟达将于周三美股收盘后发布季度业绩。在AI相关抛售是否“杀过头”、承压科技股何时迎来拐点的争论升温之际,这家半导体巨头的业绩与指引可能对整个科技产业链产生外溢影响。 截至目前,标普500信息技术板块年内下跌3.5%,创2022年以来最差开局。板块内部撕裂明显,软件公司因AI颠覆担忧...
Source Link美股科技股2026年开局失速,正在成为压制大盘上行的关键变量,而英伟达即将公布的财报被市场视为能否扭转情绪的关键。 英伟达将于周三美股收盘后发布季度业绩。在AI相关抛售是否“杀过头”、承压科技股何时迎来拐点的争论升温之际,这家半导体巨头的业绩与指引可能对整个科技产业链产生外溢影响。 截至目前,标普500信息技术板块年内下跌3.5%,创2022年以来最差开局。板块内部撕裂明显,软件公司因AI颠覆担忧...
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