“纳指连涨7个月”、“Mag 7独涨”,投资者似乎坚信美股只会上涨?“最乐观的人”开始担心了

华尔街见闻
Nov 04

尽管美股进入传统上表现最好的11月份,但美股的分化走势正让华尔街最乐观的投资者都开始感到担忧。 11月3日,华尔街见闻提及,亚马逊与OpenAI签订价值380亿美元的算力协议,将为其提供数十万颗英伟达GPU。该消息推动亚马逊股价上涨4%,并带动“科技七巨头”指标上涨1.2%。 然而周一美国ISM制造业数据逊色,使得市场呈现出科技股强、其他板块弱的分化格局。标普500指数中超过300家公司下跌,道指...

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