业绩驱动科技公司上涨关注AI应用个股行情

投资快报
Aug 08, 2025

美国非农低于预期,市场风险偏好或降低。美国7月非农就业人数仅新增7.3万人,劳工统计局还大幅下修了数据,将此前两个月的数据合计下修25.8万人,创疫情以来最差表现。叠加8月1日最新生效的关税(将平均关税税率提高到约18%)影响尚未体现出来,我们认为整体市场风偏短期或受到影响,随着美联储9月降息预期持续飙升,逼近90%,风险相对可控。业绩驱动本轮美股科技公司上涨,资本开支进一步上调。纳斯达克6月创新...

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