[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciodc78b0a0":3},{"user":4,"document":8,"mainDocument":28,"columnUrl":30,"subscription":31,"footer":43,"text":78},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":24,"videoId":6,"liveVideoUrl":6,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},"dciodc78b0a0","美股科技股回调，正是投资者抄底机会","\u002Fdoc\u002Fdciodc78b0a0","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\u003Cp>美国投资银行Wedbush表示，本周科技股大幅度被抛售，正是投资者抄底买入的机会。\u003C\u002Fp>\u003Cp>以丹尼尔·艾夫斯为首的分析师表示：\"对科技股投资者而言，昨天又是非常艰难和残酷的一天，因为特斯拉 (TSLA) 、微软 (MSFT) 、Palantir (PLTR) 、英伟达 (NVDA) 等AI科技龙头遭遇的风险规避性上涨，给这场科技牛市带来了一些短期忧虑。\"\u003C\u002Fp>\u003Cp>分析师们补充道，几周前财报季开始时Palantir公布了惊人增长数据，远超华尔街预期，但次日股价却遭遇大幅抛售，科技股自那时起就进入了\"惊心动魄的时刻\"。\u003C\u002Fp>\u003Cp>艾夫斯及其团队表示：\"这加剧了围绕空头'AI泡沫论'的担忧，以及对英伟达在华收入被切断的忧虑，还有对'太大而不能倒'的OpenAI的议论……加上迈克尔·伯里的做空推文更是添乱。简而言之，我们认为这对科技股来说只是一个短暂的小型恐慌时刻，因为我们相信，随着投资者寻求参与AI革命以及目前正在消费端和企业端上演的第二、第三、第四轮衍生效应，科技股将在今年剩余时间内迎来大幅上涨。\"\u003C\u002Fp>\u003Cp>分析师指出，第三季度科技股财报季最重要的收获是微软、亚马逊和谷歌-A (GOOGL) 公布的强劲云业务数据，以及由Meta Platforms (META) 平台公司和其他科技巨头引领的直至2026年的大幅资本支出增长。分析师认为，随着AI交易进入下一阶段，科技巨头的资本支出在2026年可能从今年的约3800亿美元增至5500亿至6000亿美元。\u003C\u002Fp>\u003Cp>艾夫斯及其团队表示：\"这是一场AI军备竞赛，推动下一阶段增长的是科技巨头们的支出，而且这一趋势到2026年也不会放缓，思科本周公布的乐观季度业绩和指引就是另一个积极数据点……我们认为这对AI革命看涨论点是一个巨大的积极因素和验证时刻。\"\u003C\u002Fp>\u003Cp>分析师认为，英伟达下周公布的财报将成为AI革命的另一个重要验证时刻，并成为科技股直到年底的积极催化剂，因为投资者仍在低估AI支出的规模和范围。\u003C\u002Fp>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202511-stk\u002FUploaderbfxsu1cr4ff_2025_11_14_14_30_28.jpg","2025-11-14T22:24:48.39","2025.11.14","2025\u002F11\u002F14",59941,[22,23],"NASDAQ","SPY","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":29,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":24,"videoId":6,"liveVideoUrl":6,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},[22,23],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":32,"services":33,"recentDocuments":42},"\u003Cfigure 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":79,"search":80,"searchPlaceholder":80,"hotContent":81,"draft":82,"noData":83,"searchNoData":84,"edit":85,"editVideo":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]