市场聚焦下周三美光科技财报。 本周,芯片股再次成为了全球股市的焦点。 受益于美伊签署谅解备忘录,霍尔木兹海峡恢复通航,缓解全球通胀与加息恐慌,资金回流风险资产,同时AI景气持续超预期,多家芯片、存储企业财报指引上调,带动天量资金涌向美股,以及日韩等市场。 美股基金净流入创新高 由迈克尔·哈特内特牵头的美银策略团队在研报中援引全球资金流向监测机构EPFR数据称,截至6月17日的一周,...
Source Link市场聚焦下周三美光科技财报。 本周,芯片股再次成为了全球股市的焦点。 受益于美伊签署谅解备忘录,霍尔木兹海峡恢复通航,缓解全球通胀与加息恐慌,资金回流风险资产,同时AI景气持续超预期,多家芯片、存储企业财报指引上调,带动天量资金涌向美股,以及日韩等市场。 美股基金净流入创新高 由迈克尔·哈特内特牵头的美银策略团队在研报中援引全球资金流向监测机构EPFR数据称,截至6月17日的一周,...
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