科技巨头财报前夜：美股转入“观望模式”，油价与AI双雷待拆

智通财经07-21

7月21日，在全球投资者屏息以待科技巨头财报之际，美股市场正遭遇地缘政治风险与AI估值重估的双重夹击。Seeking Alpha分析师Damir Tokic指出，当前市场被两大主题主导——油价驱动的通胀冲击与人工智能(AI)交易，科技股在关键财报公布前持续处于谨慎的“观望模式”。“当前，科技板块处于观望状态，其余板块则正在遭遇抛售，”Tokic表示，“而在油价上涨与科技财报临近的双重压力下，...

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