下半年第一个交易日,美股“变脸”了,上半年的赢家们大跌

华尔街见闻
02 Jul

交易数据显示,这是自今年1月DeepSeek冲击以来最大规模的动量股平仓,AI相关交易遭遇大幅抛售。据高盛交易部门的观察,市场轮动主要受第三季度开始后资金重新布局、鲍威尔最新讲话以及投资者在就业数据发布前获利了结等因素驱动。下半年的首个交易日,美股风格大变脸,投资者从上半年表现强劲的科技股向医疗保健等防御性板块轮换。周二,道琼斯工业平均指数上涨400点,而纳斯达克综合指数重挫0.82%,年内涨幅...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10