英伟达“交卷”,美伊局势“搅局”——美股周观点

东吴港股&海外市场研究
Mar 02

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23日-2026年2月27日)市场回顾:新兴市场继续上涨(2.8%),发达市场零涨幅。美股:本周道指领跌,下跌1.3%,纳指下跌1.0%,标普下跌0.4%。行业上,公共事业、日常消费品领涨,金融、工业领跌。标普500成份股上涨占比58%,其中德科技、派拉蒙、亚安、奈飞、戴尔科技等领涨。美股冲高回落,整体收跌。美股AI进入验证期...

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