AI是无用的资本骗局_老虎社区_美港股上老虎 - 老虎社区

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Yipeng
02-25

AI是无用的资本骗局聪明钱很早看明白了现在只是有序退场欺骗全世界的散户去接飞刀以延缓崩盘的速度而已。这次财报无论多么华丽的数据都无法阻止聪明钱的持续撤出和板块的下跌

“全市场的希望”！美股科技股陷入2022年来最糟开局，英伟达业绩成扭转颓势关键

美股科技股创2022年以来最差开局，软件板块因AI颠覆担忧重挫23%。尽管能源等板块补位支撑大盘横盘，但科技股33%的高权重仍是上行枷锁。市场正屏息等待英伟达周三财报，其业绩与指引将成为验证“AI投资回报”的关键支点，决定科技产业链能否止跌反弹。

“全市场的希望”！美股科技股陷入2022年来最糟开局，英伟达业绩成扭转颓势关键

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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都无法阻止聪明钱的持续撤出和板块的下跌","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/536618042090376","repostId":2614087539,"repostType":2,"repost":{"id":"2614087539","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1772025363,"share":"https://www.laohu8.com/m/news/2614087539?lang=zh_CN&edition=full","pubTime":"2026-02-25 21:16","market":"fut","language":"zh","title":"“全市场的希望”！美股科技股陷入2022年来最糟开局，英伟达业绩成扭转颓势关键","url":"https://stock-news.laohu8.com/highlight/detail?id=2614087539","media":"华尔街见闻","summary":"美股科技股创2022年以来最差开局，软件板块因AI颠覆担忧重挫23%。尽管能源等板块补位支撑大盘横盘，但科技股33%的高权重仍是上行枷锁。市场正屏息等待英伟达周三财报，其业绩与指引将成为验证“AI投资回报”的关键支点，决定科技产业链能否止跌反弹。","content":"<html><body><p>美股科技股2026年开局失速，正在成为压制大盘上行的关键变量，而英伟达即将公布的财报被市场视为能否扭转情绪的关键。</p>\n<p>英伟达将于周三美股收盘后发布季度业绩。<strong>在AI相关抛售是否“杀过头”、承压科技股何时迎来拐点的争论升温</strong>之际，这家半导体巨头的业绩与指引可能对整个科技产业链产生外溢影响。</p>\n<p>截至目前，<a href=\"https://laohu8.com/S/161125\">标普500</a>信息技术板块年内下跌3.5%，创2022年以来最差开局。板块内部撕裂明显，<strong>软件公司因AI颠覆担忧遭遇重挫，而半导体、硬件则保持上涨，反映资金对“AI受益端”与“AI冲击端”的重新定价。</strong></p>\n<p>更重要的是，科技股对指数的影响仍难以被替代。<strong>科技板块在标普500中权重约33%</strong>，显著高于第二大板块金融的12.4%。即便资金轮动推升材料、能源等板块，大盘要实现实质性上行仍离不开科技板块企稳回升。</p>\n<h2><strong>软件股重创，创史上最差开局</strong></h2>\n<p>科技板块内部出现明显分化，软件行业首当其冲。市场担忧新一代AI工具将从根本上颠覆软件公司的商业模式，导致标普500软件及服务指数年初至今重挫23%，为该指数有史以来最差年度开局。</p>\n<p>个股层面，财务软件商Intuit股价今年以来暴跌约46%，该公司将于周四公布财报；<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>股价下滑30%，将于周三与英伟达同日发布业绩。<a href=\"https://laohu8.com/S/MSFT\">微软</a>年内跌幅接近20%。</p>\n<p>据标普道琼斯指数数据，截至上周五，<strong>微软已成为今年拖累标普500指数表现最大的单一成分股。</strong></p>\n<p>除软件行业的结构性担忧外，微软股价还受累于<strong>市场对其大规模AI基础设施投入能否换来足够回报的质疑</strong>。类似的资本支出隐忧同样压制了<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Alphabet和<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>的股价表现，其中亚马逊年内跌幅约10%。</p>\n<h2><strong>半导体与硬件逆势走强</strong></h2>\n<p>并非所有科技细分领域均告溃退。半导体及设备板块年初至今上涨约7%，硬件板块涨幅超过4%，与软件板块的表现形成鲜明对比。目前，<strong>半导体股与软件股之间的相对表现差距已扩大至极端水平。</strong></p>\n<p>这一分化背后，是一份广泛流传的报告所引发的市场焦虑。该报告描绘了AI颠覆性潜力的前景，并预测到2028年失业率将攀升至10.2%。这加剧了投资者对软件企业处境的悲观预期，同时推动资金流向被视为AI受益方的芯片股。</p>\n<p>上周二，软件板块出现小幅反弹，部分原因在于Anthropic宣布推出与合作公司联合开发的新工具，令市场情绪短暂提振。但分析人士指出，这能否成为板块的实质性转折点，仍有待观察。</p>\n<h2><strong>科技股权重过大，拖累大盘</strong></h2>\n<p><strong>科技板块在美股主要指数中的统治地位无可替代。</strong>科技板块在标普500指数中的权重高达33%，排名第二的金融板块权重仅为12.4%。即便其他板块大幅跑赢，若科技股持续拖后腿，大盘向上的空间也将受到制约。</p>\n<p>事实上，其他板块确实已在轮动中受益。自科技板块去年10月底见顶以来累计下跌约10%的同期，材料和能源板块均上涨逾20%，工业和日常消费品板块涨幅也均超10%。</p>\n<p>正是得益于这些板块的支撑，标普500指数在科技股承压期间整体基本保持横盘。</p>\n<h2><strong>英伟达财报：等待\"AI叙事\"重新定价</strong></h2>\n<p>在上述背景下，英伟达周三盘后财报的重要性被进一步放大。</p>\n<p>英伟达与Alphabet、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等超大市值公司共同构成了2022年10月以来这轮牛市的核心驱动力，彼时投资者正是看中了这些公司的超常盈利增长与竞争壁垒。</p>\n<p>如今，随着AI叙事遭遇市场质疑，<strong>英伟达的这份季报能否重振信心，或将在相当程度上决定整个科技板块乃至大盘的下一步走向。</strong></p>\n<p>英伟达同时也是Mag7中市值最大的公司。Horizon Investment Services首席执行官Chuck Carlson表示，<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>的财报之所以重要，在于它<strong>“有点像是Mag7的关键支点”。</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“全市场的希望”！美股科技股陷入2022年来最糟开局，英伟达业绩成扭转颓势关键</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“全市场的希望”！美股科技股陷入2022年来最糟开局，英伟达业绩成扭转颓势关键\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-25 21:16 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3766175><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股科技股2026年开局失速，正在成为压制大盘上行的关键变量，而英伟达即将公布的财报被市场视为能否扭转情绪的关键。\n英伟达将于周三美股收盘后发布季度业绩。在AI相关抛售是否“杀过头”、承压科技股何时迎来拐点的争论升温之际，这家半导体巨头的业绩与指引可能对整个科技产业链产生外溢影响。\n截至目前，标普500信息技术板块年内下跌3.5%，创2022年以来最差开局。板块内部撕裂明显，软件公司因AI颠覆担忧...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3766175\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","ANV":"GraniteShares Autocallable NVDA ETF","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","RWM":"罗素2000指数反向ETF","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","SG9999000418.SGD":"Aberdeen Standard Global Technology 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ACC"},"source_url":"https://wallstreetcn.com/articles/3766175","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2614087539","content_text":"美股科技股2026年开局失速，正在成为压制大盘上行的关键变量，而英伟达即将公布的财报被市场视为能否扭转情绪的关键。\n英伟达将于周三美股收盘后发布季度业绩。在AI相关抛售是否“杀过头”、承压科技股何时迎来拐点的争论升温之际，这家半导体巨头的业绩与指引可能对整个科技产业链产生外溢影响。\n截至目前，标普500信息技术板块年内下跌3.5%，创2022年以来最差开局。板块内部撕裂明显，软件公司因AI颠覆担忧遭遇重挫，而半导体、硬件则保持上涨，反映资金对“AI受益端”与“AI冲击端”的重新定价。\n更重要的是，科技股对指数的影响仍难以被替代。科技板块在标普500中权重约33%，显著高于第二大板块金融的12.4%。即便资金轮动推升材料、能源等板块，大盘要实现实质性上行仍离不开科技板块企稳回升。\n软件股重创，创史上最差开局\n科技板块内部出现明显分化，软件行业首当其冲。市场担忧新一代AI工具将从根本上颠覆软件公司的商业模式，导致标普500软件及服务指数年初至今重挫23%，为该指数有史以来最差年度开局。\n个股层面，财务软件商Intuit股价今年以来暴跌约46%，该公司将于周四公布财报；Salesforce股价下滑30%，将于周三与英伟达同日发布业绩。微软年内跌幅接近20%。\n据标普道琼斯指数数据，截至上周五，微软已成为今年拖累标普500指数表现最大的单一成分股。\n除软件行业的结构性担忧外，微软股价还受累于市场对其大规模AI基础设施投入能否换来足够回报的质疑。类似的资本支出隐忧同样压制了亚马逊、Alphabet和Meta Platforms的股价表现，其中亚马逊年内跌幅约10%。\n半导体与硬件逆势走强\n并非所有科技细分领域均告溃退。半导体及设备板块年初至今上涨约7%，硬件板块涨幅超过4%，与软件板块的表现形成鲜明对比。目前，半导体股与软件股之间的相对表现差距已扩大至极端水平。\n这一分化背后，是一份广泛流传的报告所引发的市场焦虑。该报告描绘了AI颠覆性潜力的前景，并预测到2028年失业率将攀升至10.2%。这加剧了投资者对软件企业处境的悲观预期，同时推动资金流向被视为AI受益方的芯片股。\n上周二，软件板块出现小幅反弹，部分原因在于Anthropic宣布推出与合作公司联合开发的新工具，令市场情绪短暂提振。但分析人士指出，这能否成为板块的实质性转折点，仍有待观察。\n科技股权重过大，拖累大盘\n科技板块在美股主要指数中的统治地位无可替代。科技板块在标普500指数中的权重高达33%，排名第二的金融板块权重仅为12.4%。即便其他板块大幅跑赢，若科技股持续拖后腿，大盘向上的空间也将受到制约。\n事实上，其他板块确实已在轮动中受益。自科技板块去年10月底见顶以来累计下跌约10%的同期，材料和能源板块均上涨逾20%，工业和日常消费品板块涨幅也均超10%。\n正是得益于这些板块的支撑，标普500指数在科技股承压期间整体基本保持横盘。\n英伟达财报：等待\"AI叙事\"重新定价\n在上述背景下，英伟达周三盘后财报的重要性被进一步放大。\n英伟达与Alphabet、苹果、特斯拉等超大市值公司共同构成了2022年10月以来这轮牛市的核心驱动力，彼时投资者正是看中了这些公司的超常盈利增长与竞争壁垒。\n如今，随着AI叙事遭遇市场质疑，英伟达的这份季报能否重振信心，或将在相当程度上决定整个科技板块乃至大盘的下一步走向。\n英伟达同时也是Mag7中市值最大的公司。Horizon Investment Services首席执行官Chuck 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