智通财经APP获悉,周一,美股AI应用股走势强劲,Applovin(APP.US)涨超8%,Palantir(PLTR.US)、Unity Software(U.US)涨超6%,SoundHound AI(SOUN.US)、Tempus AI(TEM.US)涨超3%。消息面上,花旗报告表示,投资者的言辞与行动出现了显著脱节,他们对估值、信贷和劳动力市场“忧心忡忡”,但对美国大盘股的配置却“坚定不移”,情绪指数已触“亢奋”。当前美股估值达历史极值,但强劲盈利成关键支柱。花旗认为,当前AI未现泡沫,适合逢低布局。
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