AI的崛起将美国股票的重心 从七巨型转向更广泛的技术和基础设施公司 AI's rise shifts U.S. stock focus from the Magnificent Seven to broader tech and infrastructure firms.

伟大的七大科技巨头正在失去对美国股市的控制,因为AI的扩张促使投资者对以AI为主的更多公司感兴趣。 The Magnificent Seven tech giants are losing their grip on the U.S. stock market as AI’s expansion drives investor interest toward a broader group of AI-focused companies. Oracle、Broadcom和Palantir等企业以及Micron和Arista等半导体供应商正在崛起,标志着从集中领导向更加多样化的AI驱动市场的转变。 Firms like Oracle, Broadcom, and Palantir, and semiconductor suppliers such as Micron and Arista, are rising, signaling a shift from concentrated leadership to a more diverse AI-driven market. 最初的七者仍具有影响力, 苹果与特斯拉(Apple and Tesla)周围越来越多的怀疑论, 再加上对AI基础设施的需求激增, While the original seven still hold influence, growing skepticism around Apple and Tesla, combined with surging demand for AI infrastructure, suggests a recalibration in investment trends. 分析家警告说,过渡可能是渐进的或突然的,如果目前的市场集中不减,就可能引发波动。 Analysts warn that the transition could be gradual or abrupt, potentially triggering volatility if the current market concentration unwinds.