英特尔（INTC）与亚马逊（AMZN）的最新财报，把科技股此前的AI乐观预期推入一轮集中检验。英特尔（INTC）业绩指引低于市场预期，财报公布后盘后重挫约23%，随后交易时段跌幅一度扩大至近29%；亚马逊（AMZN）财报亦未缓解投资者对数据中心巨额投入与回报周期（883436）的担忧，股价一度下跌约5%至7%。两家公司带动的抛售迅速扩散至芯片存储、云算力等方向，ARM、AMD、美光、...
Source Link英特尔（INTC）与亚马逊（AMZN）的最新财报，把科技股此前的AI乐观预期推入一轮集中检验。英特尔（INTC）业绩指引低于市场预期，财报公布后盘后重挫约23%，随后交易时段跌幅一度扩大至近29%；亚马逊（AMZN）财报亦未缓解投资者对数据中心巨额投入与回报周期（883436）的担忧，股价一度下跌约5%至7%。两家公司带动的抛售迅速扩散至芯片存储、云算力等方向，ARM、AMD、美光、...
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