报告摘要事件:当地时间2026年2月4日,美国公布1月ADP就业人数不及预期。私营部门1月就业仅增加2.2万个岗位,低于市场预期,前一个月数据被下修。从对股票市场的影响看,近期美股市场延续风格态势,科技股出现调整。事实上,2026年初以来美股软件板块更是迎来较大调整。以北美扩展科技软件ETF为例,2026年初至今已下跌20.67%。基于此,我们将重点回应两个核心问题:2月4日美股科技板块下跌的真正...
Source Link报告摘要事件:当地时间2026年2月4日,美国公布1月ADP就业人数不及预期。私营部门1月就业仅增加2.2万个岗位,低于市场预期,前一个月数据被下修。从对股票市场的影响看,近期美股市场延续风格态势,科技股出现调整。事实上,2026年初以来美股软件板块更是迎来较大调整。以北美扩展科技软件ETF为例,2026年初至今已下跌20.67%。基于此,我们将重点回应两个核心问题:2月4日美股科技板块下跌的真正...
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