文：东吴海外策略团队联系人：陈梦/葛晓媛一、本周回顾本周（2026年2月2日-2026年2月6日）市场回顾：发达市场全周累计涨跌幅归零，新兴市场转跌。从涨幅来看，新兴市场下跌1.4%。美股：本周道指领涨，上涨2.5%，纳指领跌，下跌1.8%，标普下跌0.1%。行业上，材料、工业领涨，信息技术领跌。标普500成份股上涨占比67%。其中达维塔保健、泰瑞达、泰佩思琦、好时、康宁等领涨。美股因科技股巨额...
Source Link文：东吴海外策略团队联系人：陈梦/葛晓媛一、本周回顾本周（2026年2月2日-2026年2月6日）市场回顾：发达市场全周累计涨跌幅归零，新兴市场转跌。从涨幅来看，新兴市场下跌1.4%。美股：本周道指领涨，上涨2.5%，纳指领跌，下跌1.8%，标普下跌0.1%。行业上，材料、工业领涨，信息技术领跌。标普500成份股上涨占比67%。其中达维塔保健、泰瑞达、泰佩思琦、好时、康宁等领涨。美股因科技股巨额...
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