“AI投资巨浪”开始反噬美股？高盛警告：重要上行支撑正被蚕食

格隆汇05-09

在AI这场耗资庞大的“军备赛”中，企业正在全力以赴“烧钱”。但这并非没有代价：它们回购股票的速度正在放缓。高盛指出，随着人工智能资本支出增长，企业回购股票的速度正在放缓。尤其是，引领人工智能支出的超大规模企业，其股票回购增速放缓的幅度更为显著，这拖累了整体市场的股票回购率。该行分析师在最新报告中写道：“人工智能投资热潮将推动标普500指数成分股公司持续从股票回购转向资本支出。” 股票回购通常对股价...

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精彩评论

vvs111
05-09
vvs111
这种分析是典型既要又要
长安阿涛
05-09
长安阿涛
高盛踏空了吧
JohnHou
05-09
JohnHou
好事儿

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href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在AI这场耗资庞大的“军备赛”中，企业正在全力以赴“烧钱”。但这并非没有代价：它们回购股票的速度正在放缓。高盛指出，随着人工智能资本支出增长，企业回购股票的速度正在放缓。尤其是，引领人工智能支出的超大规模企业，其股票回购增速放缓的幅度更为显著，这拖累了整体市场的股票回购率。该行分析师在最新报告中写道：“人工智能投资热潮将推动标普500指数成分股公司持续从股票回购转向资本支出。” 股票回购通常对股价...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"SPXS":"三倍做空标普500ETF-Direxion","SPUU":"Direxion Daily S&P 500 Bull 2x Shares",".IXIC":"NASDAQ Composite","SPXL":"三倍做多标普500ETF-Direxion",".SPX":"S&P 500 Index","SH":"做空标普500-Proshares","YSPY":"GraniteShares YieldBOOST SPY ETF","VOO":"Vanguard标普500ETF","UPRO":"三倍做多标普500ETF-ProShares","SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF","DXD":"两倍做空道琼30指数ETF-ProShares","SPYU":"MAX S&P 500 4X Leveraged 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href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在AI这场耗资庞大的“军备赛”中，企业正在全力以赴“烧钱”。但这并非没有代价：它们回购股票的速度正在放缓。高盛指出，随着人工智能资本支出增长，企业回购股票的速度正在放缓。尤其是，引领人工智能支出的超大规模企业，其股票回购增速放缓的幅度更为显著，这拖累了整体市场的股票回购率。该行分析师在最新报告中写道：“人工智能投资热潮将推动标普500指数成分股公司持续从股票回购转向资本支出。” 股票回购通常对股价...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"SPXS":"三倍做空标普500ETF-Direxion","SPUU":"Direxion Daily S&P 500 Bull 2x Shares",".IXIC":"NASDAQ Composite","SPXL":"三倍做多标普500ETF-Direxion",".SPX":"S&P 500 Index","SH":"做空标普500-Proshares","YSPY":"GraniteShares YieldBOOST SPY ETF","VOO":"Vanguard标普500ETF","UPRO":"三倍做多标普500ETF-ProShares","SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF","DXD":"两倍做空道琼30指数ETF-ProShares","SPYU":"MAX S&P 500 4X Leveraged 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股票回购通常对股价有利，当公司认为其股票被低估时，回购可以为股价提供支撑。回购还可以减少市场上的股票数量，从而推高股价。根据高盛的预测，2026年标普500指数成分股公司的资本支出将增长33%，而股票回购总额仅增长3%。相比之下，2025年资本支出增长率为20%，股票回购增长率为9%。分析师们指出：“Q1财报季凸显了资金用途从股票回购转向资本支出和研发的趋势。标普500指数第一季度资本支出增长率为39%，而标普500指数股票回购总额仅增长1%。”","news_type":1,"symbols_score_info":{"SPXL":0.6,"SPDN":0.6,"SPXS":0.6,"SPYH":0.6,".DJI":2,"DOG":0.6,"SPYM":0.6,"SPYQ":0.6,"YSPY":0.6,"SPXU":0.6,"SPUU":0.6,".IXIC":2,"SDOW":0.6,"DIA":0.6,"HIBL":0.6,"SMAX":0.6,"UDOW":0.6,"SH":0.6,"DXD":0.6,"SDS":0.6,"SSO":0.6,"SPYU":0.6,"IVV":0.6,"DMAX":0.6,".SPX":2,"UPRO":0.6,"DDM":0.6,"MMAX":0.6,"SPY":0.6,"VOO":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":6,"commentSize":3,"repostSize":2,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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