分板块看,半导体板块目前是TMT领域最拥挤的投资标的,英伟达、博通、台积电等是最受欢迎的做多标的;软件板块情绪持续走低,仅微软、甲骨文等头部公司预期向好;互联网板块多空比例处于中位水平,投资者仍关注企业AI应用的ROI。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...
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