金吾财讯 | 摩根士丹利财富管理部门首席投资官Lisa Shalett在接受采访时表示，利润放缓“可能会让一些押注于两位数高收益的顽固分子感到惊讶”，“他们作为一个群体可以一起交易并引领市场的想法可能会在2025年动摇。”她说，股价中的一些盈利预期“可能过于雄心勃勃”。值得注意的是，在华尔街的专业人士中，认为“七巨头”的主导地位终将结束的不止Lisa Shalett一人。在美国银行，Savita Subramanian警告说，对巨头们的增长预期已接近历史最高点，而这恰恰是它们的盈利将减速的时候。从高盛到花旗等公司，都在敦促客户在科技巨头之外进行多元化投资。
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