（以下内容从中国银河《全球科技动态月报：美股三季报披露，2026年Capex指引整体乐观》研报附件原文摘录）十月美股科技跑赢大盘，A股计算机小幅回调：2025年10月，美股科技跑赢大盘，港股及中概股下跌，A股计算机小幅回调。标普500指数累计2.27%，纳斯达克综合指数4.70%，费城半导体指数13.48%；TAMAMA科技指数5.51%；纳斯达克中国金龙指数-4.19%；恒生科技指数-8.62%...
Source Link（以下内容从中国银河《全球科技动态月报：美股三季报披露，2026年Capex指引整体乐观》研报附件原文摘录）十月美股科技跑赢大盘，A股计算机小幅回调：2025年10月，美股科技跑赢大盘，港股及中概股下跌，A股计算机小幅回调。标普500指数累计2.27%，纳斯达克综合指数4.70%，费城半导体指数13.48%；TAMAMA科技指数5.51%；纳斯达克中国金龙指数-4.19%；恒生科技指数-8.62%...
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