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AI概念股挫勒等?輝達財報、Anthropic IPO下周登場 富國銀主管警告:投資人都太樂觀

AI concept stocks stumble as Nvidia earnings and Anthropic IPO are set to debut next week; BofA executive warns: Investors are too optimistic

撐起近年美股漲勢的人工智慧(AI)行情,下周將迎來兩大考驗。輝達(Nvidia)預定美國時間17日公布季度財報,這也是黃仁勳請辭後,公司新領導團隊面對投資人的重要關卡;聊天機器人Claude開發商Anthropic則預計19日在那斯達克掛牌,目標估值上看1.4兆美元。富國銀行投資研究所主管警告,市場對通膨、戰爭及AI前景等風險過於樂觀,若這兩場重頭戲表現不如......

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