本周前瞻:美光(MU.US)财报检验AI基建成色,OpenAI与白宫AI会谈共振,PCE非农定调10月利率

智通财经
Sep 28
【本周前瞻:美光(MU.US)财报检验AI基建成色,OpenAI与白宫AI会谈共振,PCE非农定调10月利率】智通财经APP获悉,上周,市场被两条重磅头条主导。其一是Meta(META.US)在Connect大会上推出Muse智能体及配套AI硬件Charm,相关产品迅速登顶苹果(AAPL.US)App Store与谷歌(GOOGL.US)Play Store,成为AI应用层最受关注的新变量。其二是中国国家主席对美国进行国事访问,投资者密切评估其对AI交易格局及中美两大经济体关系的潜在影响。尽管头条密集、市场力量交错,美股上周整体表现平稳,主要股指未因这些事件出现剧烈波动。

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