Private equity boss Marc Rowan likes to quip that America has levered its entire retirement system to the performance of Nvidia. With the chipmaker sporting a market capitalisation of more than $5tn, the Apollo Global Management chief executive is not entirely wrong. What’s more, Big Tech’s heft is obscuring emerging weaknesses elsewhere.
私募股权大佬、阿波罗manbetx app苹果 管理公司(Apollo Global Management)首席执行官马克•罗文(Marc Rowan)常打趣说,美国已经把整个退休体系都押在了英伟达(Nvidia)的表现上。随着这家芯片制造商市值飙升至逾5万亿美元,罗文的说法并非毫无道理。更重要的是,大型科技公司的庞大体量正在掩盖其他领域新出现的疲弱迹象。
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