【告别无脑暴涨！美股财报季上演极致分化，华尔街共识：AI投入进入“验真期”，唯有盈利能穿越震荡】智通财经APP获悉，进入2026年第二季度财报季的尾声，全球投资者正经历一场认知重塑：人工智能(AI)叙事远未结束，但“风口飞猪”式的普涨已不复存在。面对企业真金白银的巨额投入，市场开始用脚投票，严格区分“烧钱者”与“收租者”。尽管如此，以高盛为代表的部分华尔街大行认为，当前AI板块的剧烈震荡并非意味着市场崩溃的起点，反而是长期牛市在强劲盈利支撑下的正常盘整。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.