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過去三年，投資人工智能（AI）基礎建設嘅邏輯相對簡單直接：邊個喺呢場淘金熱入面賣「掘金工具」，就買邊間。而呢張名單嘅榜首，基本上由一個名字壟斷：NVIDIA（輝達）。
GO Markets
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May 20, 2026
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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