高盛交易员:美股涨势"极端窄化",七巨头屡创新高但整体跑输全球市场

华尔街见闻
Nov 01

高盛交易员指出,美股呈现极端分化:科技七巨头持续创新高,但标普500指数上涨日的涨跌股票比创历史最低。更值得关注的是,美股整体已连续18个月跑输全球市场。科技巨头的AI投资支撑其强势表现,但美元走弱及欧洲、亚洲市场复苏推动非美市场崛起,全球市场广度表现更为均衡。美国股市表现出两大矛盾:科技巨头屡创新高推动指数上扬,但市场广度却收窄至极端水平,而美股整体表现已连续18个月落后全球市场。10月31日,...

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