Steve Eisman称已在几个月前卖出长期持有的Google，以降低AI敞口，并表示自己目前持有现金，未转向Clorox等防御股。他说，整个市场“都是一笔交易”，AI若商业化受挫，可能引发大幅回调。
据 BeInCrypto 报道，Eisman在CNBC节目中表示，Alphabet股价接近历史高位时卖出Google，且不打算在未来两周内判断AI争议会否平息。
Steve Eisman卖出Google：市场已成“AI单一交易”
2026-07-27 19:08:05
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