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图2、2026年以来美股七姐妹股价表现出现分化
图2、2026年以来美股七姐妹股价表现出现分化
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“AI末日”论如何追踪？-260301（19页）.pdf
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图表32025年美股科技七巨头资本开支快速增长
55Sx5LqO5Zu+6KGo5Li65Y+v6KeG5YyW5bGV56S65LiU5pyq5qCH5rOo5YW35L2T5pWw5YC877yM5peg5rOV5o+Q5Y+W57K+56Gu5pWw5o2u55Sf5oiQ6KGo5qC844CC6LWE5paZ5p2l5rqQ77yaV2luZCwg5bmz5a6J6K+B5Yi456CU56m25omA44CC
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行业数据
2025-12-19
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美股七姐妹”总市值瑙长超势（2022年底·2025年10月）
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2025-12-12
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图表7美股七巨头与标普500的远期市盈率之比
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2025-11-06
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2021Q2以来，美股“七姐妹”总利润的变化
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行业数据
2025-08-19
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2022Q4以来，美股“七姐妹”总市值和总员工数的变化
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行业数据
2025-08-19
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美股“七巨头”整体估值处在历史低位
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产业概述
2025-06-09
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“美股七雄”2022年11月至今累计涨跌幅降序
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2024-05-06
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2022年11月后，“美股七雄”股价持续飙升
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“AI末日”论如何追踪？-260301（19页）.pdf
2026年AI经济影响报告：就业承压、资产分化与中国机遇
“AI末日”论如何追踪？-260301
图9、理论而言，AI发展对就业市场存在“短期创造、长期抑制”的动态过程
图8、中国上市公司样本显现出当前就业增长与AI渗透率增长同步存在，佐证“创造效应”
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