美股科技股二季报前瞻:半导体最拥挤 软件板块遇冷

华尔街见闻
22 Jul

科技巨头财报季来临,市场似乎很自满,高盛警告仍有风险。自4月低点以来,标普500指数已上涨26%,主要由科技股推动。未来两周内,科技板块ETFXLK指数中50%的权重股票将公布业绩。本周三,谷歌母公司Alphabet和特斯拉将率先公布二季度业绩,IBM和德州仪器等也将陆续登场。值得警惕的是,高盛数据显示,当前市场对科技股财报日的预期波动率已降至20年来最低水平,仅为4.7%,而这种异常的市场平静...

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