美股从“抱团巨头”到“多点开花”在地缘政治紧张升级、美联储独立性遭质疑的双重扰动下,2026年美股却走出了逆势走高的行情。只是这轮牛市的主角,早已不是过去三年独领风骚的科技巨头,一场史诗级的资金轮动正在重塑市场格局,从“抱团巨头”到“多点开花”,美股正迎来全新的投资逻辑。01科技七巨头风光不再,ETF连跌创两年新纪录曾凭借人工智能风口撑起美股半边天的“七大科技巨头”,如今正遭遇资金的集体撤离。苹果...
Source Link美股从“抱团巨头”到“多点开花”在地缘政治紧张升级、美联储独立性遭质疑的双重扰动下,2026年美股却走出了逆势走高的行情。只是这轮牛市的主角,早已不是过去三年独领风骚的科技巨头,一场史诗级的资金轮动正在重塑市场格局,从“抱团巨头”到“多点开花”,美股正迎来全新的投资逻辑。01科技七巨头风光不再,ETF连跌创两年新纪录曾凭借人工智能风口撑起美股半边天的“七大科技巨头”,如今正遭遇资金的集体撤离。苹果...
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