无惧抛售？大摩首席：AI将继续助涨科技股，关注应用端

1.摩根士丹利首席美股策略师迈克尔·威尔逊认为，在人工智能（AI）热潮的支撑下，科技行业营收前景强劲，美国科技股还有进一步上涨的空间； 2.他指出，大型科技股的营收增长预期已达到“数十年来的最高水平”，而软件股的集体暴跌为一些股票创造了“极具吸引力的买入机会”。

Episode metadata supplied by the publisher feed · Published Feb 10, 2026

Embed this episode

Attribution link and audio player

Ready to play

无惧抛售？大摩首席：AI将继续助涨科技股，关注应用端

0:00 3:09

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Similar Episodes

No similar episodes found.

This episode is 3 minutes long.

This episode was published on February 10, 2026.

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!