Bloomberg 称 AI 交易仍具韧性但美股创新高将更难
The artificial intelligence trade is resilient, as evidenced by the positive reception to CoreWeave’s earnings. Still, AI capex fatigue and a higher-...
AI 导读
Bloomberg 认为 AI 交易仍具韧性，市场对 CoreWeave 财报反应积极即为佐证。但 AI 资本开支疲劳与更高通胀、更高利率收益率的宏观环境将对股价形成压制，标普 500 创下新高将变得更难。