花旗宣告“Mag 7”概念已死：AI投资逻辑从“科技巨头”转向“成长集群”

智通财经07-20

【花旗宣告“Mag 7”概念已死：AI投资逻辑从“科技巨头”转向“成长集群”】智通财经APP获悉，花旗策略师周一发布重磅研报，正式宣告主宰美股过去三年投资叙事的"科技七巨头"(Magnificent Seven)概念"已死"。由Scott Chronert领导的策略团队提出用"成长集群"(Growth Cluster)取代Mag 7，作为评估美股AI投资机会的新框架。这一论断恰逢Mag ...

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