Yardeni:资金从美股七巨头向更广泛市场轮动,“圣诞老人行情”或更难以持续

格隆汇
Dec 18, 2025

格隆汇12月18日|Yardeni Research表示,由于资金从美股七巨头向更广泛市场轮动,传统的年末“圣诞老人行情”可能更难以持续。在标普500指数于12月11日创下6901点的历史新高后,该机构宣布其7000点的年末目标“任务完成”。Yardeni指出,不排除年底剩余时间出现“圣诞老人行情”,但警告称如果标普500继续从美股七巨头向令人印象深刻的其余493家公司轮动,这种行情不太可能发生,...

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