金吾财讯 | 美股三大指数涨幅扩大，纳指一度升逾2%，截至发稿，报23425.08点，涨1.83%，标普500指数涨1.1%，道指涨0.37%。芯片股普升，莱迪斯半导体(LSCC)涨6.36%，美国超微公司(AMD)涨4.73%，英伟达(NVDA)涨3.2%，博通(AVGO)涨1.6%，思科(CSCO)涨1.62%，高通(QCOM)跟涨。高盛认为，近期美股市场约5%的回调，是AI周期中典型的年末季节性波动，并非预示着涨势终结的异常信号。高盛交易员指出，尽管市场经历了回调，但年底前的上涨空间依然存在，在季节性因素、尚处早期的AI投资周期以及相对较轻的机构仓位共同作用下，指数仍有潜力进一步走高。据高盛固定收益、外汇及大宗商品交易员 Shreeti Kapa 表示，每年这个时候出现5%的下跌是本轮周期的正常现象。她认为，尽管市场自四月低点以来已经历了一轮强劲反弹，但整体来看“并没有过度”。
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