美股周四收盘点评：微软和Meta 业绩令投资人失望，科技股大跌

宏观对冲陈凯丰...2024-11-01

来源：宏观对冲陈凯丰Kevin道指收跌90 bps，至41,763点，标普收跌1.48%，至5,728点，纳指收跌2.76%，至18,095点。尽管Meta和微软周三盘后公布的业绩均超过预期，但这两家公司的股价仍下跌。微软和 Meta 均表示，由于人工智能投资，他们的资本支出正在增加，这可能会影响盈利能力，尽管投资者希望从已经投入的数十亿美元中快速获得回报。尽管押注人工智能驱动的科技股推动华尔街...

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