U.S. stocks rose as investors largely shrugged off the lates
文 / 小金
2026-07-10 00:30:03
来源:亚金网
U.S. stocks rose as investors largely shrugged off the latest U.S.-Iran clashes and rotated into technology names. Despite heightened Middle East tensions and an earlier sell-off in chip stocks, the AI investment theme remains intact. Goldman Sachs' trading desk said client conversations show no material concern about AI-related trading or capex prospects, viewing the recent pullback as technical rather than fundamental. BlackRock economist Helen Zhuweil added that although the biggest tech firms are beginning to post negative free cash flow and are increasingly financing expansion via debt, AI investment commitments should continue to support the theme for at least another two to three years.
