1.1萬億美元雲業務積壓訂單與“見頂”的盈利增長:兩位高盛老兵對AI最糟糕的一週得出截然相反的結論

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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

來源: ZeroHedge 本文版權歸屬於原作者/機構。

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