El-Erian 评美股科技股大跌：投资者转向严审 AI 资本开支与回报
Ugly day for US stocks, especially tech (CNBC data below). Sharp selloffs on even relatively minor earnings blemishes show investors have now pivoted ...
AI 导读
Mohamed A. El-Erian 发推称美股尤其是科技股经历糟糕一天，业绩仅有些许瑕疵即遭大幅抛售，显示投资者已转向对 AI 资本开支、融资需求、变现与回报施加更严格审视。他表示至少目前这种市场波动尚未引发对科技主导增长前景的重新评估。