这不是一个均值回归的市场!高盛顶级交易员对市场的十大观察

华尔街见闻
Aug 01, 2025

这不是一个均值回归的市场!高盛顶级交易员对市场的十大观察 在当前美股技术引领的行情中,市场风格鲜明分化。高盛TMT资深交易员Peter Callahan近日提出: “这不是一个均值回归的市场”。 随着AI和大型科技公司的业绩持续超预期,相关板块呈现出持续突破和吸金效应,而此前的“落后者”则缺乏补涨动力,行业间冷热对比鲜明。市场对最新一轮业绩的反应再次彰显了领涨者的溢价能力和结构性趋势的延续。 ...

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