[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio8d981756":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio8d981756","美股异动---英伟达(NVDA)上涨2%-高盛：AI利润将持续驱动美股牛市","\u002Fdoc\u002Fdcio8d981756","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，周一，英伟达(NVDA)低开高走快速拉升，截至发稿，涨逾2%，报205.57美元。消息面上，尽管近期科技股及动量资产出现剧烈波动，引发市场对“AI投机泡沫破裂”的担忧，高盛首席策略师本·斯奈德在最新发布的报告中称，投资者无需过度惊慌。高盛认为，美股当下的回调属于典型的集中度挤压与盘整，异常强劲的企业盈利基本面依然是支撑美股牛市的核心引擎。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">高盛研究显示，截至7月31日，标普500指数中已有超三分之二（按市值计）的公司公布了二季度业绩。其中64%的公司盈利超预期至少一个标准差。若剔除个别科技巨头的一次性投资收益，标普500指数整体盈利同比增长26%（含一次性收益则高达45%）；中位数企业的盈利增长率亦达12%，远超预期的9%。而AI基础设施相关企业贡献了标普500指数二季度约三分之一的盈利增长，预计这一比例在2026年下半年至2027年将提升至50%以上。Alphabet、亚马逊、微软、英伟达和博通等巨头依然是主要盈利贡献者。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">高盛强调，随着对冲基金与ETF投资者大幅削减杠杆，市场去杠杆风险已得到明显释放。尽管二季度五大科技巨头资本支出高达1820亿美元（并通过债权及股权融资1010亿美元以填补现金流缺口），但这并非预警信号，反而体现了市场对AI业务能够带来更高营收增长的强劲信心。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">报告总结称，AI交易未来仍可能遭遇剧烈的行业轮动与短线震荡，但只要企业的利润增长基本面未出现实质性恶化，美股牛市就依然具备坚实支撑。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca 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