自人工智能(AI)热潮兴起以来,美国股市中的芯片股与软件股呈现出明显的分化走势。 根据道琼斯市场数据,VanEck Semiconductor ETF(SMH)在过去一年内上涨了约133%,而代表软件股的iShares Expanded Tech-Software Sector ETF(IGV)同期下跌15.4%。 这一差距在近期进一步扩大。本周,美股AI热潮推动半导体板块继续飙升,软件股则因...
Source Link自人工智能(AI)热潮兴起以来,美国股市中的芯片股与软件股呈现出明显的分化走势。 根据道琼斯市场数据,VanEck Semiconductor ETF(SMH)在过去一年内上涨了约133%,而代表软件股的iShares Expanded Tech-Software Sector ETF(IGV)同期下跌15.4%。 这一差距在近期进一步扩大。本周,美股AI热潮推动半导体板块继续飙升,软件股则因...
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