高盛：市场过度担忧了！AI trade，可以进场博反弹了吗？

小虎AV

2025-12-18

悬赏1000虎币

AI trade接下来会往什么方向发展？

高盛科技投资主管表示，市场对AI融资的担忧被过度放大，2026年AI资本支出想继续保持强劲，类似谷歌、OpenAI的大模型竞赛仍将继续：

美股科技板块昨夜再度大幅回调，甲骨文、博通、英伟达等热门个股同步走弱。AI trade到底能否博弈反弹？当前科技股的回调风险会持续吗？

评论区分享你的观点，一起赢取虎币奖励！ $甲骨文(ORCL)$ $博通(AVGO)$ $英伟达(NVDA)$ $纳指100ETF(QQQ)$

维持利率决议不变！美股后市将如何演绎？

美联储按兵不动、未暗示近期重启降息。美股涨跌互现，科技股推动标普500早盘一度突破7000点。美国财长贝森特力挺美元，美元反弹。目前多数分析师&机构预计2026年美联储在接下来几次会议中维持利率恒定，政策转向更审慎观望。【大家觉得后市美股将如何演绎？.SPX能站稳7000点吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

悬赏已结束

630虎币已分给23位参与者,剩余370虎币已退还至发起者

截止至01/08 16:30

精彩评论

勇敢_小虎
2025-12-18
勇敢_小虎
赢得30虎币
继续看涨，$英伟达(NVDA)$$博通(AVGO)$继续看涨，相信AI[财迷]
呀呀雅
2025-12-18
呀呀雅
赢得20虎币
等待时机
和时间赛跑zilong
2025-12-18
和时间赛跑zilong
赢得30虎币
目前阶段还是波动率比较大的时期，做做波段吧
一路走来cd
2025-12-18
一路走来cd
赢得30虎币
ai的建设一直推进中，ai的应用还没踪影。市场担心是对的
听蓝
2025-12-18
听蓝
赢得30虎币
目前ai已经占据了大众生活的很大一部分了，再加上明年的机器人，robotaxi这些，看好明年科技盘[龇牙]市场最近确实是太恐慌了
Fayreey
2025-12-18
Fayreey
赢得20虎币
英伟达刚刚开始

发表看法

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