高盛:AI交易已被“抛售至死” 民主党全面胜选带来利好因素 微观基本面仍强劲

阿斯达克财经
Nov 05

近期市场对AI相关股份情绪明显负面,而中期选举结果亦令部分投资者认为,该行业最担心的情况已经出现。不过,高盛一名策略师持不同看法。他认为,AI概念股估值已遭下调,淡仓现时需要获利平仓,而选举结果最终或会加快资本开支,而非构成阻碍。高盛欧洲股票交易主管Rich Privorotsky表示,在AI股份被“抛售至死”后,基金经理应留意“微观基本面仍然强劲,选举不确定性已减少,市场仓位亦明显更健康”。市场...

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