下周美股面临财报生死局,从“七巨头信仰”到“用表现说话”

GateNews

Odaily星球日报讯 在过去三年的大部分时间里,所谓的“七巨头”(Alphabet、亚马逊、苹果、Meta、微软、英伟达和特斯拉)一直引领股市走高。但这种态势在 2025 年底发生了逆转,原因是华尔街开始怀疑这些公司为开发人工智能而投入的数千亿美元支出,以及这些投资何时才能产生回报。一个追踪七巨头的指数在 10 月 29 日创下纪录,自那以后,七巨头中有五家公司的股价下跌并落后于标普 500 指数。在此期间,唯有涨幅接近 20%的 Alphabet 以及亚马逊维持上涨。富国银行财富与投资管理首席投资官 Darrell Cronk 表示:“科技股已经变成了一个‘用表现说话’的故事。如果大科技公司能继续交出好成绩,我认为资金将再次流向科技板块。”下周,微软、苹果、特斯拉和 Meta 将相继发布财报,这些结果将让人窥见从云计算、电子设备到软件和数字广告等行业的健康状况。(金十)

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