上证报：美股财报季或成AI股分化节点
2026-07-08 00:36:46
据上证报报道，三星电子披露第二季度盈利大增1810%但股价跳水，Meta拟出售闲置算力引发市场对AI“算力过剩”的担忧，全球科技股近期出现“预期博弈”。分析人士认为，7月中下旬开启的美股财报季将成为验证个股业绩兑现能力的关键节点。
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