美國科技股不再表現為"同質化板塊"，BCA Research表示

英為財情

2025/08/01

Investing.com - 據BCA Research分析師稱，最近科技股的反彈日益呈現兩極化，Nvidia(NASDAQ:NVDA)和微軟(NASDAQ:MSFT)等公司的表現甚至超過了其"美股七巨頭"中的超大型同行，如蘋果(NASDAQ:AAPL)。在一份報告中，由Dhaval Joshi領導的策略師指出，Nvidia和微軟的股價已飆升至新的歷史高點，比各自之前的記錄高點高出近20%。...

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據BCA Research分析師稱，最近科技股的反彈日益呈現兩極化，Nvidia(NASDAQ:NVDA)和微軟(NASDAQ:MSFT)等公司的表現甚至超過了其\"美股七巨頭\"中的超大型同行，如蘋果(NASDAQ:AAPL)。\n在一份報告中，由Dhaval Joshi領導的策略師指出，Nvidia和微軟的股價已飆升至新的歷史高點，比各自之前的記錄高點高出近20%。...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2915535\">網頁鏈接</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>美國科技股不再表現為\"同質化板塊\"，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: 12.5px; color: #7E829C; margin: 0;}\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美國科技股不再表現為\"同質化板塊\"，BCA Research表示\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">英為財情</strong><span class=\"h-time small\">2025-08-01 19:53</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Investing.com - 據BCA Research分析師稱，最近科技股的反彈日益呈現兩極化，Nvidia(NASDAQ:NVDA)和微軟(NASDAQ:MSFT)等公司的表現甚至超過了其\"美股七巨頭\"中的超大型同行，如蘋果(NASDAQ:AAPL)。\n在一份報告中，由Dhaval Joshi領導的策略師指出，Nvidia和微軟的股價已飆升至新的歷史高點，比各自之前的記錄高點高出近20%。...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2915535\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://cn.investing.com/news/stock-market-news/article-2915535\">英為財情</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\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 - 據BCA Research分析師稱，最近科技股的反彈日益呈現兩極化，Nvidia和微軟等公司的表現甚至超過了其\"美股七巨頭\"中的超大型同行，如蘋果。在一份報告中，由Dhaval Joshi領導的策略師指出，Nvidia和微軟的股價已飆升至新的歷史高點，比各自之前的記錄高點高出近20%。\"美國科技股和所謂的’美股七巨頭’不再表現為同質化板塊，\"他們在報告中寫道。但這些公司之間的差異化表現引發了人們對美國科技是否甚至可以被視為\"單一板塊\"的質疑，分析師表示。","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 - 據BCA Research分析師稱，最近科技股的反彈日益呈現兩極化，Nvidia(NASDAQ:NVDA)和微軟(NASDAQ:MSFT)等公司的表現甚至超過了其\"美股七巨頭\"中的超大型同行，如蘋果(NASDAQ:AAPL)。\n在一份報告中，由Dhaval Joshi領導的策略師指出，Nvidia和微軟的股價已飆升至新的歷史高點，比各自之前的記錄高點高出近20%。另一方面，他們補充説，蘋果\"表現低迷\"，比2025年初創下的高點低近20%。\n\"美國科技股和所謂的’美股七巨頭’不再表現為同質化板塊，\"他們在報告中寫道。這個科技巨頭俱樂部的成員還包括亞馬遜(NASDAQ:AMZN)、特斯拉(NASDAQ:TSLA)、Alphabet(NASDAQ:GOOGL)和Meta Platforms(NASDAQ:META)，近年來它們的表現大多超過了更廣泛的標普500指數，很大程度上是由人工智能應用的熱潮推動的。\n但這些公司之間的差異化表現引發了人們對美國科技是否甚至可以被視為\"單一板塊\"的質疑，分析師表示。\n分析師表示，這一趨勢的一個解釋可能在於這些公司在人工智能方面的不同前景，圍繞這一新興技術的熱情變得越來越集中在少數幾隻股票上。\nNvidia的高端芯片已成為訓練人工智能模型的重要組成部分，長期以來被視為這一熱潮的代表，而微軟與ChatGPT開發商OpenAI的合作使其在人工智能軍備競賽中被認為領先於其他科技行業競爭對手。\n許多觀察家將蘋果視為人工智能領域的相對落後股，該公司的資本支出計劃遠低於其最接近的競爭對手。蘋果股價部分反映了這些擔憂，今年迄今已下跌兩位數。\n\"當世界上最大的公司蘋果遭遇20%的市值暴跌，相當於0.7萬億美元時，這通常會給股市帶來麻煩。然而，其他科技巨星Nvidia和微軟的市值飆升已經超過了蘋果的損失，\"BCA分析師指出。\n本文由人工智能協助翻譯。更多信息，請參見我們的使用條款。","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"}}}