(Bloomberg) --Selling software stocks before the crowd paid off for Nick Evans, a Polar Capital fund manager. His warning to potential bargain hunters: most shares are still toxic and few firms will ...

最近，美股市场出现了非常撕裂的一幕： 一边是散户股民们还在为AI大模型能力飙升而狂欢，一边却是华尔街机构在大举抛售各种高毛利软件巨头，反手将真金白银塞进了各种重资产“老登股”。 这完全违背了过去十几年来市场对科技股投资的信仰。 华尔街给 ...