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AI应用软件股盘中活跃 Snowflake（SNOW）涨5.30%、Palantir（PLTR）涨4.68%

金吾财讯
Nov 09

金吾财讯 | 美股AI应用软件股盘中活跃，截至发稿，The Trade Desk（TTD）涨10.40%，Cloudflare（NET）涨7.61%，Tempus AI（TEM）涨6.65%，Digital Turbine（APPS）涨6.31%，Snowflake（SNOW）涨5.30%，Palantir（PLTR）涨4.68%，Unity Software（U）涨4.52%，Zeta Global（ZETA）涨4.25%，Roblox（RBLX）涨4.02%，MongoDB（MDB）涨3.89%，HubSpot（HUBS）涨3.15%。消息面上，摩根士丹利新近发布研报指，标普500指数于11月5日录得自“关税日”以来最大单日跌幅，纳斯达克综合指数较10月高点回调逾10%进入技术性调整区间，费城半导体指数（SOX）单日重挫逾12%。摩根士丹利认为，此轮抛售的核心驱动力是对冲基金仓位调整蔓延至大盘指数，而非经济基本面恶化，但这一过程深刻揭示了市场对“AI资本开支持续加速”这一单一前提的过度依赖。摩根士丹利表示，维持其策略不变：削减对高贝塔、订单驱动型供应商的敞口，同时在确认“投降式抛售”结束后，逐步通过具备盈利增长能力的公司重建组合贝塔。摩根士丹利披露框架调整为：削减依赖数据中心投资加速的高贝塔订单驱动型供应商敞口；保留通过自身盈利能力而非借贷实现增长的公司，以及应用层等能够直接改善盈利能力的领域。

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