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A股光伏设备板块短线拉升,亚玛顿、清源股份涨停,阳光电源、艾罗能源、固德威、德业股份、隆基绿能跟涨。
2026-11-02
A股光伏设备板块短线拉升,亚玛顿、清源股份涨停,阳光电源、艾罗能源、固德威、德业股份、隆基绿能跟涨。
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2026-11-02
A股乳业板块异动走高,青岛食品涨停,一鸣食品、南方乳业、万辰集团、品渥食品、新乳业等纷纷走高。
A股乳业板块异动走高,青岛食品涨停,一鸣食品、南方乳业、万辰集团、品渥食品、新乳业等纷纷走高。
2026-11-02
Oaktree Capital co‑chair Howard Marks said recent setbacks in AI have undercut the market's 'cannot fail' assumption and heightened investor skepticism, a healthy corrective, he added. He noted investor tolerance for tech is declining as core businesses cool despite heavy AI spending; recent results from Alphabet and Amazon have intensified concern that AI investments are eroding the cashflows that fund them. Marks said he has been watching for market bubbles and recalled his 2000 memo warning o
Oaktree Capital co‑chair Howard Marks said recent setbacks in AI have undercut the market's 'cannot fail' assumption and heightened investor skepticism, a healthy corrective, he added. He noted investor tolerance for tech is declining as core businesses cool despite heavy AI spending; recent results from Alphabet and Amazon have intensified concern that AI investments are eroding the cashflows that fund them. Marks said he has been watching for market bubbles and recalled his 2000 memo warning of the internet bubble.
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