过去一年大部分时间里,华尔街不断警告投资者,继续“躲进”大型科技股可能是一种危险策略。然而事实证明,这一提醒并未奏效,至少在去年前11个月并非如此。截至去年11月,“美股七巨头”,包括英伟达(NVDA.US)、微软(MSFT.US)、亚马逊(AMZN.US)等科技巨头,几乎贡献了标普500指数绝大部分的两位数涨幅。但自那之后,市场叙事正在发生明显变化。华尔街长期预期的“科技股轮动”如今已进入第四个...
Source Link过去一年大部分时间里,华尔街不断警告投资者,继续“躲进”大型科技股可能是一种危险策略。然而事实证明,这一提醒并未奏效,至少在去年前11个月并非如此。截至去年11月,“美股七巨头”,包括英伟达(NVDA.US)、微软(MSFT.US)、亚马逊(AMZN.US)等科技巨头,几乎贡献了标普500指数绝大部分的两位数涨幅。但自那之后,市场叙事正在发生明显变化。华尔街长期预期的“科技股轮动”如今已进入第四个...
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