日本股市周一开盘走低因投资者避开芯片和科技股此前英伟达(NVDA.US)和戴尔(DELL.US)周末在美国市场下跌。东证

智通财经
Sep 01
日本股市周一开盘走低因投资者避开芯片和科技股此前英伟达(NVDA.US)和戴尔(DELL.US)周末在美国市场下跌。东证指数最新下跌约0.3%日经225指数跌近2%。电子、机械和精密设备类股的抛售压力加大有色金属类股亦受到打击。药品和食品等内需行业则依然坚挺。此前美国上诉法院裁定特朗普的关税是非法的这提振了投资者情绪。东海东京情报实验室首席全球策略师Shoji Hirakawa表示:费城半导体指数下跌3%将对日本科技股产生重大影响。英伟达股价通常在财报发布前一路走高但财报公布后往往会趋于平稳或出现调整。由于估值高企市场上出现了抛售该股的动向。上周末美股市场出现了高估值科技股的抛售同时投资者转向防御性股票这使得整体市场影响主要局限于板块轮动。对东证指数的负面冲击有限。此外特朗普关税被裁定非法意味着企业可能无需再缴纳相关关税这对股市而言是利好消息。

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