美国股市周四延续创纪录涨势,尽管特斯拉发布悲观前景,但投资者仍因Alphabet优于预期的财报而振奋。投资者关注的焦点仍是财报表现。“科技财报继续显示该板块仍是增长引擎,因为这里聚集着最具韧性的增长动能,”富国投资研究所全球股票与实物资产主管Sameer Samana表示。市场还在密切关注“迷因股”热潮蔓延至更多高投机性个股,显示散户投资者风险偏好升温。AJ Bell分析师Russ Mould指出:“距离GameStop暴涨才不过四年。上一次迷因股狂潮并未持续太久,而某种程度上预示了2021至2022年风险资产的剧烈调整,因此这次谁会先倒下值得关注。”
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