高盛首席TMT专家:站在年中,美国科技股又回到“去年的样子”

华尔街见闻
02 Jul

2025年上半年,科技股再度成为市场焦点。纳斯达克100指数在经历年初25%的峰谷回调后,以惊人的37%反弹强势收复失地,进入下半年时已连续6天上涨,进入超买区域。高盛TMT部门负责人Peter Callahan在其最新报告中指出,AI热潮正重新主导市场,如今的势头让人联想起2024年夏季的巅峰狂热。Callahan表示,纳斯达克100指数虽然在2025年上半年仅上涨7%,但核心AI股如英伟达、...

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