英伟达财报将成AI交易“晴雨表” 市场聚焦AI热潮可持续性

格隆汇
Aug 26
华尔街正热切等待英伟达的财报。“英伟达是衡量AI支出的最佳晴雨表,”持有英伟达股票的Wealth Alliance的首席执行官Rob Conzo表示。“它将有助于判断,从基础设施角度来看,超大规模云计算公司是否仍在加快投入,还是已经开始变得更加克制。”总体而言,英伟达2026年以来累计上涨14%,表现尚可,但与过去几年的涨势相比仍相去甚远。去年同期,该股已经上涨34%;而2024年同期的涨幅更是超过150%。背后的原因并不神秘:投资者越来越担心这轮AI投资热潮能否持续。与此同时,通胀仍居高不下、利率不断上升,地缘政治风险也四处涌现,无论是美国与伊朗之间的军事和经济战争,还是美国与加拿大之间的贸易战,都在加剧市场的谨慎情绪。

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