与事实不符。大科技盈利在不断增长,泡沫基本都集中在中小公司。最大的泡沫openai没有上市,骗不到一个人。

The Magnificent 7 (Mag 7) have shown stellar profit growth, driving much of the S&P 500's gains, with recent quarters seeing earnings increases well over 20% (e.g., 26%+ for Q2 2025), far exceeding the rest of the market. While their dominance continues, performance is diverging, with leaders in AI and cloud (like Alphabet, Nvidia) outperforming laggards (like Tesla), though overall growth is projected to remain strong into 2026, fueled by AI investment, notes from FactSet, Investopedia, and Barron's. 

所有跟帖: 

这个 -wwwuuu- 给 wwwuuu 发送悄悄话 (82 bytes) () 12/16/2025 postreply 10:01:32

这个不矛盾. 七大里面只有英伟达是靠AI热潮实打实的盈利的,其余的公司盈利还是靠其他业务. 但是对AI的投资是真金白银, -ocliving2005_4ever- 给 ocliving2005_4ever 发送悄悄话 (267 bytes) () 12/16/2025 postreply 10:07:32

谷歌苹果亚麻微软Meta都不是靠AI赚钱的 -maniac63- 给 maniac63 发送悄悄话 (0 bytes) () 12/16/2025 postreply 10:25:57

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