FT商学院

Stock investors are high on hope and low on cash
Lex专栏:股市投资者信心爆棚,但现金见底

There is plenty of opportunity for minor and major snafus given the S&P 500’s reliance on AI-driven companies
鉴于标普500指数高度依赖以人工智能为驱动的公司,股市出现小问题和大问题的可能性都很大。

What could bring the party in US stocks to a close? The S&P 500 has shrugged off a war, inflation fears, poor results from consumer companies and much else besides, mostly on the strength of the country’s tech giants. One extra thing to worry about, though, is that anyone with any cash appears to have ploughed it into the stock market already.

什么东西可能终结美国股市这场盛宴?标普500指数(S&P 500)在美国科技巨头的强劲带动下,无视了战争、通胀担忧、消费类公司糟糕业绩以及诸多其他利空因素。不过,还有一件额外的隐忧:手里有现金的人似乎已经全都涌入股市了。

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