1.1万亿美元云业务积压订单与“见顶”的盈利增长:两位高盛老兵对AI最糟糕的一周得出截然相反的结论

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Halloween came a day early for the AI trade.

Alphabet suffered the biggest drop in its history on Thursday, Intel crashed the most on record on Friday, Amazon followed with a disappointing quarter, and the Nasdaq 100 briefly slid into correction territory. And yet the S&P 500 ended the month down less than 1%, while the S&P ex-AI headed for its best month since 2022.

"A Bit Of A Devil": The Index Did Nothing, Everything Else Did Everything

来源: ZeroHedge 本文版权归属于原作者/机构。

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