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AI股殺過頭？ 大摩點名「這幾家」：快逢低買入

摩根士丹利、瑞銀等多家華爾街經紀商指出，上週AI概念股的急挫潮明顯反應過度。投行分析認為，市場擔憂民主黨控制的國會將對資料中心建設實施極端監管的可能性並不高。相比於政治疑慮，Anthropic的首次IPO以及輝達即將公布的季度財報，才是對AI市場更具實質影響力的重磅事件。

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