在近期的市场波动中，有两家“七巨头”公司正脱颖而出，成为该领域最具韧性的选择：Alphabet(GOOGL.O)和苹果(AAPL.O)。自11月初以来，纳斯达克综合指数已下跌6.1%。第三季度财报季后，市场对AI过度支出的担忧集中爆发，即便是本周早些时候英伟达发布的强劲财报也未能缓解这场抛售。Alphabet和苹果在此次回调中受损相对较轻。它们是“七巨头”中仅有的两家在过去三周内股价上涨的公司，...
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AI热潮退去，Alphabet与苹果显露“幸存者”潜质
金十数据11-24
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