高盛表示，投资者正在降低对“七巨头”的敞口，并更偏好人工智能受益标的，如半导体公司。
据 NS3 报道，高盛称，投资者更青睐能从人工智能投资中产生回报的公司，而非为大规模人工智能支出提供资金的超大规模云服务商。
高盛：资金减持“七巨头”转向半导体
2026-07-02 11:10:27
Disclaimer:
1. The information provided does not constitute investment advice. Investors should make independent decisions and bear all risks themselves.
2. The copyright of this content belongs to the original author. The views expressed herein are solely those of the author and do not represent the stance or position of this website.
Previous article：
STOCKS | Janus Henderson Completes Privatization With Trian and General Catalyst at $52 a ShareNext article：
AI趋势 | 联想高管称算力需求仍有长期空间
