【报告导读】1.九月美股科技跑赢大盘。2.热门科技股大部分上涨，特斯拉月涨幅超33%，英特尔延续八月态势月涨幅近38%。核心观点九月美股科技跑赢大盘：2025年9月，美股科技跑赢大盘，港股及中概股表现佳，A股计算机小幅下跌。标普500指数累计+3.53%，纳斯达克综合指数+5.61%，费城半导体指数+12.36%；TAMAMA科技指数+6.71%；纳斯达克中国金龙指数+9.14%；恒生科技指数+...
Source Link【报告导读】1.九月美股科技跑赢大盘。2.热门科技股大部分上涨，特斯拉月涨幅超33%，英特尔延续八月态势月涨幅近38%。核心观点九月美股科技跑赢大盘：2025年9月，美股科技跑赢大盘，港股及中概股表现佳，A股计算机小幅下跌。标普500指数累计+3.53%，纳斯达克综合指数+5.61%，费城半导体指数+12.36%；TAMAMA科技指数+6.71%；纳斯达克中国金龙指数+9.14%；恒生科技指数+...
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