美联储 “降息日”:科技巨头股 “卖事实”

华尔街见闻
Sep 18, 2025

"科技七巨头"指数下跌0.66%,结束四连涨走势。分析师认为此前市场对减息的强烈预期已将美国股市推至创纪录高位。而在大涨之后,估值高昂的科技股理应迎来喘息之机,对于成长股而言,部分交易属于卖事实。在联储局兑现市场期待已久的减息后,华尔街并未沉浸在狂欢之中,反而上演了一场经典的“卖事实”交易。华尔街资金从高估值科技股流出,转向金融、公用事业等受益于减息的传统板块。据华尔街见闻,周四联储局如期减息25...

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