市场资讯及洞察
AI
Shares
过去三年，投资人工智能（AI）基础设施的逻辑相对简单直接：谁在这场淘金热中卖“铲子”，就买谁。而这张名单的榜首，基本上由一个名字绝对垄断：英伟达（NVIDIA）。
GO Markets
•
May 20, 2026
Forex
Central Banks
Commodity
Oil, Metals, Soft Commodities
AI
US Earnings
AI
US Earnings
April's US earnings season is landing in a market that wants more than a good story. JPMorgan has already set a high bar with a strong result, and attention is now shifting to the engine room of the S&P 500: AI infrastructure where three companies are at the centre of that story.
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AI
Commodity
Commodity
Geopolitical events