下半年最大风险之一!美股“科技七巨头”月蒸发3万亿市值,怎么了?

第一财经
Jun 29

美股人工智能(AI)股和科技板块上周遭遇全面抛售。虽然AI持续成为美股牛市共识主线,但市场集中度、估值水平以及投资者重新评估巨额AI资本开支能否盈利兑现等担忧越来越突出。  景顺亚太区全球市场策略师赵耀庭对第一财经记者表示,现在AI领域的集中度风险与通胀再次抬头风险一样,是最被市场忽视的尾部风险之一。很多超大规模公司约30%的收入被标记为“其他收入”,“其他收入”实际上来自他们对AI相关企业的早期...

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