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📅 2025年11月19日【11月19日美股早咖啡】AI警报全面拉响！华尔街投行Rothschild给科技巨头亚马逊、微软泼了一盆冷水，直接将评级从“买入”下调至“中性”！他们直言，生成式AI的经济效益远不如预期，可能带来“价值负增长”。同时，英伟达也未能幸免，连跌五日，从历史高点下跌超过14%！AI热潮真的要降温了吗？节目将深入分析亚马逊发行150亿美元债券背后的深层含义。这是否预示着AI巨头正从“轻资产”的“躺着数钱”模式，转向“借钱搞基建”的“重资产”新常态，利润空间将受挤压？别错过今日的深度解读，立即收听，洞察市场先机！🎧 每日美股精华欢迎商务联系[email protected] ，加群：alteri播客内容文字版：请关注公众号richrichcode，暴富代码。
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