高盛资产配置研究主管认为近期科技股下跌属于健康回调

环球市场播报

昨天

　　高盛集团资产配置研究主管称，在科技股投机性仓位增加后，近期该板块遭到的抛售是一个健康信号。

　　“这是一波非常强劲的上涨行情，极大地推动这些动量股走高，” Christian Mueller-Glissman表示，提及了杠杆ETF和期权头寸增加。“出现一些整理或许并非坏事。”

　　在博通发布令人失望的业绩展望后，Mueller-Glissman警告不应将周期性极强的科技硬件和半导体行业的表现泛化。在他看来，如果投资者开始质疑今年迄今推动市场上涨的强劲盈利增长，将是股市面临的最大威胁。

　　与此同时，Mueller-Glissman指出，霍尔木兹海峡若重新开放，可能会帮助推动这波涨势从以AI为主题的动量股进一步扩展到欧洲和债券替代品。

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href=https://finance.sina.com.cn/stock/usstock/c/2026-06-05/doc-iniakfhp1590700.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛集团资产配置研究主管称，在科技股投机性仓位增加后，近期该板块遭到的抛售是一个健康信号。\n　　“这是一波非常强劲的上涨行情，极大地推动这些动量股走高，” Christian Mueller-Glissman表示，提及了杠杆ETF和期权头寸增加。“出现一些整理或许并非坏事。”\n　　在博通发布令人失望的业绩展望后，Mueller-Glissman警告不应将周期性极强的科技硬件和半导体行业的表现泛化。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-06-05/doc-iniakfhp1590700.shtml\">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":"LU0742534661.SGD","symbol_name":"Fidelity America A-SGD 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