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高盛合伙人:美股出现多头缴械迹象

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2025-11-21 20:09:19
高盛合伙人托尼·帕斯夸列洛认为,美国股市已出现多头缴械迹象,预计在市场企稳前还会出现进一步抛售。他指出,虽然英伟达公布了令人印象深刻的超预期业绩并上调了指引,但市场似乎正进入人工智能周期的新阶段,投资者开始对超大规模云服务商的资本支出和未来回报的可持续性持怀疑态度。
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