据彭博社报道，高盛投资组合策略与资产配置董事总经理Christian Mueller-Glissmann表示，市场对半导体的杠杆押注一度“过于极端”，相关趋势正在逆转。
他称，超大规模云厂商目前“处于有利位置”，因为它们仍拥有大量基础设施。
股票市场 | 高盛称超大规模云厂商“占优”
2026-07-08 08:02:54
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