高盛展望2026年美股科技股十大关键议题

格隆汇2025-12-26

高盛顶尖交易员Peter Callahan指出，纳斯达克100指数今年累计上涨超20%，半导体与网络基础设施族群以绝对优势领先，而电信、支付软件表现落后。展望2026年，纳斯达克100回报虽稳健，但更倾向上半年兑现，因AI支出疑虑反而创造低预期机会。Callahan预期，2026年科技股走势将由以下十大关键议题主导： 1. AI辩论转向：焦点是否从算力转向物理AI(机器人、自动驾驶)，监理与报酬率...

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