美国科技股不再表现为"同质化板块"，BCA Research表示

英为财情

2025/08/01

Investing.com - 据BCA Research分析师称，最近科技股的反弹日益呈现两极化，Nvidia(NASDAQ:NVDA)和微软(NASDAQ:MSFT)等公司的表现甚至超过了其"美股七巨头"中的超大型同行，如苹果(NASDAQ:AAPL)。在一份报告中，由Dhaval Joshi领导的策略师指出，Nvidia和微软的股价已飙升至新的历史高点，比各自之前的记录高点高出近20%。...

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据BCA Research分析师称，最近科技股的反弹日益呈现两极化，Nvidia(NASDAQ:NVDA)和微软(NASDAQ:MSFT)等公司的表现甚至超过了其\"美股七巨头\"中的超大型同行，如苹果(NASDAQ:AAPL)。\n在一份报告中，由Dhaval Joshi领导的策略师指出，Nvidia和微软的股价已飙升至新的历史高点，比各自之前的记录高点高出近20%。...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2915535\">网页链接</a>\n\n</div>\n","source":"investing_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国科技股不再表现为\"同质化板块\"，BCA Research表示</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国科技股不再表现为\"同质化板块\"，BCA Research表示\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-01 19:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/news/stock-market-news/article-2915535><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing.com - 据BCA Research分析师称，最近科技股的反弹日益呈现两极化，Nvidia(NASDAQ:NVDA)和微软(NASDAQ:MSFT)等公司的表现甚至超过了其\"美股七巨头\"中的超大型同行，如苹果(NASDAQ:AAPL)。\n在一份报告中，由Dhaval Joshi领导的策略师指出，Nvidia和微软的股价已飙升至新的历史高点，比各自之前的记录高点高出近20%。...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2915535\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDX","symbol_name":"2倍做多NVDA ETF-T-Rex","start_time":0,"source_url":"https://cn.investing.com/news/stock-market-news/article-2915535","article_id":"2556794815","we_media_id":null,"thumbnails":[],"rights":{"source":"investing_news","url":"https://cn.investing.com/news/stock-market-news/article-2915535","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2556794815","pubTimestamp":1754049180,"columns":[],"sourceInfo":{"source_id":"investing_news","name":"英为财情新闻"},"weMediaInfo":null,"summary":"Investing.com - 据BCA Research分析师称，最近科技股的反弹日益呈现两极化，Nvidia和微软等公司的表现甚至超过了其\"美股七巨头\"中的超大型同行，如苹果。在一份报告中，由Dhaval Joshi领导的策略师指出，Nvidia和微软的股价已飙升至新的历史高点，比各自之前的记录高点高出近20%。\"美国科技股和所谓的’美股七巨头’不再表现为同质化板块，\"他们在报告中写道。但这些公司之间的差异化表现引发了人们对美国科技是否甚至可以被视为\"单一板块\"的质疑，分析师表示。","collect":0,"end_time":0,"defaultTopTitle":"investing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"NVDX":"2倍做多NVDA ETF-T-Rex","SNVD.UK":"LS -1X NVIDIA","NVD":"2倍做空NVDA ETF-GraniteShares","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","NVDY":"NVDA期权收益策略ETF-YieldMax","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","TQQQ":"纳指三倍做多ETF","USJW.SI":"ALPHAB 3xLongSG261006","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","NVD3.UK":"LS 3X NVIDIA","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","NVDS.UK":"LS -1X NVIDIA","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","NVDD":"1倍做空NVDA ETF-Direxion","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TSYW.SI":"TESLA 3xLongSG261006","SQQQ":"纳指三倍做空ETF","2NVD.UK":"2X NVIDIA ETP","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","NVD2.UK":"2X NVIDIA ETP","NVDA":"英伟达","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","3NVD.UK":"LS 3X NVIDIA",".IXIC":"NASDAQ Composite","USAW.SI":"AMZN 3xLongSG261006","QID":"两倍做空纳斯达克指数ETF-ProShares","MACW.SI":"APPLE 3xLongSG261006","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","NVIW.SI":"NVDA 3xLongSG261006","NVDS":"1.5倍做空NVDA ETF-Tradr","PSQ":"做空纳斯达克100指数ETF-ProShares","NVDU":"2倍做多NVDA ETF-Direxion","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC"},"translate_title":"U.S. tech stocks no longer perform as \"homogeneous sectors,\" says BCA Research","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"USAW.SI":0.6,"MNQmain":0.6,"SQQQ":0.6,"2NVD.UK":0.6,".IXIC":0.9,"NVDA":1,"TSYW.SI":0.6,"QID":0.6,"NVDY":0.6,"NVDS.UK":0.6,"NVDD":0.6,"NVD":0.6,"PSQ":0.6,"3NVD.UK":0.6,"TQQQ":0.6,"NVD3.UK":0.6,"QLD":0.6,"USJW.SI":0.6,"NVIW.SI":0.6,"NVDS":0.6,"NVDX":0.6,"NVDU":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6,"NQmain":0.6},"content_text":"Investing.com - 据BCA Research分析师称，最近科技股的反弹日益呈现两极化，Nvidia(NASDAQ:NVDA)和微软(NASDAQ:MSFT)等公司的表现甚至超过了其\"美股七巨头\"中的超大型同行，如苹果(NASDAQ:AAPL)。\n在一份报告中，由Dhaval Joshi领导的策略师指出，Nvidia和微软的股价已飙升至新的历史高点，比各自之前的记录高点高出近20%。另一方面，他们补充说，苹果\"表现低迷\"，比2025年初创下的高点低近20%。\n\"美国科技股和所谓的’美股七巨头’不再表现为同质化板块，\"他们在报告中写道。这个科技巨头俱乐部的成员还包括亚马逊(NASDAQ:AMZN)、特斯拉(NASDAQ:TSLA)、Alphabet(NASDAQ:GOOGL)和Meta Platforms(NASDAQ:META)，近年来它们的表现大多超过了更广泛的标普500指数，很大程度上是由人工智能应用的热潮推动的。\n但这些公司之间的差异化表现引发了人们对美国科技是否甚至可以被视为\"单一板块\"的质疑，分析师表示。\n分析师表示，这一趋势的一个解释可能在于这些公司在人工智能方面的不同前景，围绕这一新兴技术的热情变得越来越集中在少数几只股票上。\nNvidia的高端芯片已成为训练人工智能模型的重要组成部分，长期以来被视为这一热潮的代表，而微软与ChatGPT开发商OpenAI的合作使其在人工智能军备竞赛中被认为领先于其他科技行业竞争对手。\n许多观察家将苹果视为人工智能领域的相对落后股，该公司的资本支出计划远低于其最接近的竞争对手。苹果股价部分反映了这些担忧，今年迄今已下跌两位数。\n\"当世界上最大的公司苹果遭遇20%的市值暴跌，相当于0.7万亿美元时，这通常会给股市带来麻烦。然而，其他科技巨星Nvidia和微软的市值飙升已经超过了苹果的损失，\"BCA分析师指出。\n本文由人工智能协助翻译。更多信息，请参见我们的使用条款。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}